Circulating the correspondence for review
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After creating a correspondence if the correspondence has to be sent for review before finally releasing it, the correspondence can be circulated among different resources through a workflow.

Prerequisites

For circulating a correspondence the following settings has to be configured in document genealogy default properties.

  1. Enable the option Start Workflow.
  2. Define a workflow team for the genealogy.
  3. Select the option Assign workflow initiator as first stage user.

Circulating for review

A correspondence added under a genealogy for which the above said settings are defined is saved by the creator before circulating for review.

To circulate for review