How to copy workflow from one document type to another?
Monica
Last Update 5 months ago
The workflow should be configured for one document as explained here before being copied to others.
1. Click on 'Document Summary' Icon from the toolbar, to navigate to document summary window.
2. Under 'More Options', Select 'Copy Workflow'.
Note: This option will only be available for documents that already have a workflow setup.
3. Select the required documents and Click 'Apply'.
