To create a good workflow it is important to document the business process before designing the workflow.
Workflows can be created from the 'Workflow' node in the Server Manager dialog. You can even create workflow from desktop and web client application. Click on 'Administration' menu and then select 'Manage Workflows'
Click on New drop down button and select the appropriate option: Designer or Manual
Designer - You can use the graphical designer to visually build the flowchart of the workflow. See Graphic Workflow Designer
Manual- This option allows you to define a workflow using normal forms wizard. See Creating a New Workflow
This video of the Docsvault outlines the steps of creating automated electronic workflows which help in managing one-step or multi-step document approval processes. |
Administrators and users with system right 'Create Workflow' can create and edit Workflows. This option is also available in desktop and web client applications. |
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Replicate Workflow
You can also clone an entire workflow instead of creating a new one from scratch by selecting a workflow and clicking Create Copy button. This saves a lot of time and effort if you need to create multiple similar workflows with minor changes.