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Workflow Management Permissions How To's

How to's for the Workflow Management Permissions guide.

Steps:

  1. Go to Document Management > Folder Properties.
  2. Open the New Document tab.
  3. In the Application field, select a permitted application.
  4. Choose the flow to be triggered upon document creation.
  5. Save the folder settings.

How to grant access to flows for a user​

Steps:

  1. Navigate to Admin Tools > Security.
  2. Select the target user or group.
  3. Under Workflow Management, choose the appropriate application(s).
  4. Set the permission to Allow.
  5. Save the configuration.

How to configure a 'Start Flow' menu item with permissions​

Steps:

  1. Open Application Explorer.
  2. Create or edit a menu item with type Start Flow.
  3. In the Application dropdown, only permitted applications will appear.
  4. Select the application and related flow.
  5. Save the menu configuration.