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.
   Figure 121: Exclude From Workflow
4. Indicate a reason for the exclusion. Figure 132: Exclude Document from Workflow
5. Press ‘Exclude’