Document Types and Change Control Workflow

In the Room Settings, document types requiring a Change Control workflow can be defined. As a result, when users upload documents, they can select a ‘Workflow’ document type either manually or by uploading to a folder designated for Workflow documents. The uploaded document will then be automatically set to require a Change Control workflow for versioning.

To configure the document types and change the control workflow, follow the steps below.

1. Navigate to the Settings > Document Types > Document Types Management section.
2. Expand the required document type category and select the required document type.

   

3. Click on the Profile tab and check the Include in Change Control Workflow checkbox.
4. Click on the Assigned Workflows dropdown and select the Change Control or Administrative workflows.
5. Click on the Save button.

   

Note: If the approval workflows are predefined and the user initiates one, the approval workflow window opens directly without displaying the workflow selection wizard.