Every controlled document workflow record has a Documents (n) tab where documents used by it are listed. The number in parenthesis, “(n)”, next to the tab name indicates how many documents are currently using the review workflow.
This tab has a search area to help locate any individual document. Clicking the row of any document will navigate to that record.
The Documents tab allows applying a workflow to individual documents, as long as the workflow is available in the OU where the document resides.
To assign a document from within a workflow record:
Clicking the row of any document will navigate to that record; a dialogue box will ask for confirmation of this action (“You are about to navigate away from this screen to view the document. Do you want to continue?")
It is also possible to select multiple documents in the controlled documents Search tab and apply a given workflow to them.
To assign a workflow to multiple documents:
Documents can be removed in the publishing workflows Documents tab. A trash/bin icon is available in the Actions column of the list in the Documents tab. Clicking it will bring up a warning - ‘When this document is removed from the workflow it will have to be authorised/published manually.’. Once the button, ‘Remove Document’ is clicked, it disappears from the list and the publishing settings for the document will be, ‘None (manual authorisation)’. Documents with locked publishing workflows can’t be removed from the list. Review workflows don’t offer this function.
This is the last article in this user guide.
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