Sending a quickflow

A quickflow is a one-step processing instruction sent to the users of your choice. Quickflows do not involve a sequence of tasks but just one task. If you send a quickflow to several users, you can select whether each user receives the task at the same time or sequentially.

To send a quickflow:

  1. Navigate to the file you want to attach to the quickflow.

  2. Do one of the following, depending on the options available:

    • Click More>Tools>Quickflow.

    • Select the file’s checkbox. (To attach several files, select each file’s checkbox). Select Tools>Workflow>Quickflow.

  3. To select the users or groups to send the quickflow to, click Select user/group. In the selection page, select the users or groups. For instructions on using the selection page, refer to Finding an item on a selection page.

  4. In the Priority drop-down list, select the priority.

  5. In the Instructions field, type any messages for the users.

  6. To receive a notification when a user completes the review, select the Return to Me checkbox.

  7. To require each user to enter an electronic signoff when completing the review, select the Require signoff checkbox.

  8. Click OK.