Sending documents and tasks through a workflow


Sending documents is a core activity in WRENCH. The various objects such as Documents, Tasks,  are sent through either a predefined workflow or a manual workflow. You can send documents and task from the smart folder or document details window.

The assigned work (documents, tasks) in your workspace flow through different stages before it is released. This flow of documents through different stages before the work is completed is called workflow. The workflow can be defined stages as in guided Workflow or without any definition like in unguided workflow. Guided workflows are used in case of engineering documents as the sequence of work and the stages in which the document will pass is predefined. In the cases like correspondence, the sequence of the stages and the persons required are not clearly know, in this case unguided workflows are used. Following topics are covered in this section.

Sending through a pre-defined workflow

Sending through a manual workflow

Sending multiple objects