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Workflow operations from received transmittal
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Workflow operations from received transmittal
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if a DC receives multiple documents or tasks through transmittal, operations like forward, send, reassign, and activating/deactivating a workflow stage has to be carried out. If the system permits the user carry out the above operations from transmittal window, rather than performing it separately from task or document details, it saves time. These operations can be carried out from the Workflow menu in Documents section of the Transmittal Details window. The option Workflow is enabled only when the document attached to the transmittal is selected.
Figure: Workflow operations
Activating and deactivating workflow stages
Workflow stages of the workflow assigned to the documents in the transmittal can be activated and deactivated.
Documents in the transmittal can be forwarded for information purpose.
Reassigning workflow stage resources
Option to reassign workflow stage resources is available here. Using this option you can remove users from workflow stages and assign a new user to workflow stages.
To reassign users to a workflow stage
