Question:
How to start a Review workflow in Vault PromoMats and Medical?
Answer:
The user needs Start Workflow permission in their Security Profile and their role needs the State Behaviour Execute for the Send for Review/relevant workflow action.
- Choose a Workflow from the document Workflow Actions menu.
- Select the Team Members and the due date.
- Click Start.
Related Documentation:
Vault Help Documentation: Starting Legacy Workflows
Knowledge Articles:
- 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?