To start a workflow:

1. Do one of the following:

   • To start a workflow by first selecting the type of workflow, go to Step 2.

   • To start a workflow by first selecting one or more files, go to Step 3. (You can send the workflow with or without attached files.)

2. To start a workflow by first selecting the type of workflow, do one of the following, depending on the options available:

   • Click Start Workflow. Skip to Step 4.

   • Select Tools>Workflow>Start. Skip to Step 4.

3. To start a workflow by first selecting files, do one of the following, depending on the options available:

   • Navigate to the file you want to send and select More>Tools>Start Attachment.

   • Navigate to the files you want to send, check their checkboxes, and select Tools>Workflow>Start Attachments.

4. In the list of workflow templates, locate the template you want and select its checkbox.

   If your organization uses DCM-enabled repositories, and if a controlled workflow template appears in the selection list, do not select the controlled workflow template for an uncontrolled document.

5. Click the OK button (at the bottom of the page).

6. In the Info tab, type a name for the workflow in the Workflow Description field.

7. You can send the workflow with attached files. To attach an existing file, do the following:

   1. In the Info tab, click one of the following, depending on what appears on the page:

      • 

      • 

      • Add

   2. To locate the files you want to attach, click the appropriate tab, then navigate to the files within that tab. Tabs that correspond to repository nodes are navigated in the same way as the repository nodes.

   3. Click Add at the bottom of the page.

   4. When you attach a file that has links to other files, you can select to add the linked files by selecting Automatically Add Linked Objects.

   5. To remove an attached file, click either Delete or Remove.

8. To create and attach a new form based on an existing form template, do the following:

   1. In the Info tab, click the name of the form or package, depending on what appears.

   2. Select the form template upon which to base the new form, and click OK.

      The form’s fields appear in the Info tab.

   3. To remove a form, click Remove.

   If you remove a newly created form or cancel the workflow, the form is deleted automatically.

9. If your WDK-based application includes functionality for supporting files, you can attach a supporting file by clicking the Supporting Files tab and selecting files. If you select to attach local files, you then select from these storage options:

   • One time

     This does not store the files in the repository

   • Multiple (private)

     This stores the files in your My Private Files area in the repository, which means only you can use these files again as supporting files.

   • Multiple (public)

     This stores the files in the Public Files area of the repository, meaning others can use these files as supporting files.

10. If the workflow includes the Performers tab, you can specify users for one or more tasks. Do the following:

    1. Click Select next to a task that must be performed.

    2. In the selection page, select the user or group to perform the task. For instructions on using the selection page, refer to Finding an item on a selection page.

11. In the Comments tab, do the following:

    1. Click Add.

    2. On the Add Comment page, type your comments in the Comment field.

    3. Select which users you want the comment delivered to:

       • For subsequent recipients

         This sends the comment to all remaining users in the workflow.

       • For next recipients only

         This sends the comment only to the users who receive the next task assignment in the workflow.

12. Click OK.

13. Click Finish.