Question:

What is the Email Participants action for Legacy Workflows for Vaults PromoMats?

Answer:

Email Participants: This action allows users to send an email to one or many workflow participants to remind them of approaching or past due task due dates or to notify them of workflow changes.

There are two ways to email participants:

From the Active Workflow View

1. Click the Actions menu and select Email Participants.
   
   
   
   
   
2. In the dialog box, choose the Recipients of the email.  Select from individual workflow participants, all Available Task Owners, Completed Task Owners, or Incomplete Task Owners.
   
   
3. In the Message field, enter a message.
   
   
   
   
   
4. Select the Send a copy to myself checkbox to be included in the email as needed.
   
   
5. Click Send.

From the Timeline View

1. Click on the Timeline View icon
   
   
   
   
2. Expand the active workflow
   
   
   
   
3. Click the Actions menu and select Email Participants.
   
   
   
   
4. In the dialog box, choose the Recipients of the email.  Select from individual workflow participants, all Available Task Owners, Completed Task Owners, or Incomplete Task Owners.
   
   
5. In the Message field, enter a message.
   
   
   
   
6. Select the Send a copy to myself checkbox to be included in the email as needed.
   
   
7. Click Send.

Related Documentation:

• Vault Help: Managing Active Legacy Workflows