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How to Start a Multi-Document Workflow from the Library in Vault PromoMats and Medical?

  • Updated

Question:

How to start a multi-document workflow from the Library tab in Vault PromoMats and Medical?

Answer: 

Multi-Channel Actions permission, and the State Behavior must be set as Execute or the user must have a Role Override for the workflow.

The user can start a multi-document workflow from the Library following the steps below:

  1. From the Library tab, select the View and filter the Library.

    librarytab.PNG

  2. Click on the All Actions on the right-hand side of the screen and select Start Document Workflow.

    actions_menu.PNG

  3. Select the workflow from the drop-down menu and click Continue.

    startwf.PNG

  4. Select the tasks needed, the due date and any other required fields. 

    reviewver.PNG

  5. Click Start.

Related Documentation:

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