NOTE: Assume that document you want send do not have a workflow assigned to it.

1. Click Send

Start Workflow window is displayed

Figure: Starting Workflow

2. In the window displayed select Unguided Worflow from the drop-down list next to Workflow
3. Click the button Start Workflow

Item Sent Successfully message is displayed.

When the recipient opens the document and view the workflow the following window is displayed.

Figure: Send window

2. Click To.. button to select the recipients from the user list
3. Define an approval method.

• If the radio button next to Any is selected, any user among the recipients can approve the document
• If the radio button next to All is selected, all the users in the recipient list can approve the document
• If the radio button next to Sequence is selected, approval can be carried out only based on the sequence defined.

4. Click More>>Sequencing to define a sequence for completing the work.
5. Sequencing window is displayed. Here you  can set the Sequence and Planned dates for each user in the next stage.

NOTE: The sequence of the existing user cannot be updated if the sequence is locked in the workflow.

6. Enter a Title and a content for the message
7. Select the check box next to a transmittal type to send a Transmittal
8. Click Send to send the document to the recipients