How to start a Review workflow in Vault PromoMats and Medical?
The user needs Start Workflow permission in their Security Profile and their role needs the State Behaviour Execute for the Send for Review action.
- Choose a Review Workflow from the document Workflow Actions menu.
- Select the Team Members and the due date.
- Click Start.
Vault Help Documentation: Starting Legacy Workflows
- What Does Any User or Every User Mean When Starting a Workflow in PromoMats and Medical?
- How to Start a Legacy Workflow in Vault PromoMats and Medical?