Excluding a Document from the Workflow

Documents can be manually excluded from the workflow if necessary. To do so, follow the steps below:

1. Locate the document.
2. Select the document in the grid.
   • If necessary, expand the metadata pane.
3. Using the three-dot menu at the top of the metadata pane, choose ‘Exclude from Workflow.’
   • This will cause the Exclude Document from Workflow window to open.

     

4. Indicate a reason for the exclusion.

   

5. Press ‘Exclude’