Configure a Document review workflow

By default, the Document (Profit) workflow is available for reviewing documents. If you want to use this workflow, you can add a new workflow based on the existing workflow.

You can also indicate in the workflow whether the user can change the document. You can set up this additional action for each task.

To add a workflow:

1. Go to: CRM / Dossier / Configuration / Dossier item type.
2. Open the properties of the dossier item type. Document beoordelen (Profit).
3. Go to the tab: Workflows.
4. Click on: New.
5. Enter the description.
6. Select based on an existing workflow.

   You can only select this option because this is a workflow that is supplied as standard.

7. Select the workflow Document (Profit).
8. Click on: Finish.

Configure a workflow:

The Workflow Editor will be opened automatically.

1. Click on: Get started.
2. The default workflow looks as follows:

   

   Double-click on Afkeuren to show the entire workflow (if it is not already visible).

   When the author publishes a document, a workflow will be started. The related dossier item will be placed in the Review document task.

3. Click on the task: Review document.

   You now see that this task is intended for the users Document reviewers. You decide who these reviewers are in the properties of the document template.

   You can also configure here whether the Document changeable is for users for each task.

4. Click on the task: Document rejected.

   The Reject action creates a task for the sender of the document, and the basic role of sender is linked to this task:

   

   The submitter can have the document reviewed again or can delegate it.

5. After the Approve action, the document leaves the workflow and is published.
6. Click on: Publish.
7. Link this workflow to a document template.

See also

• Build a workflow