Excluding a Document from the Workflow

The process of manually removing a document from a predefined workflow, preventing it from progressing through review or approval.

To Exclude a document from the workflow, follow these steps:

1. Locate the document in Claimed folder. If the document has not been claimed, please see the section on Claiming a Document.
2. Check the checkbox and open the document and review it according to any established guidelines for the document type.
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 will open.
   
   
   
4. Enter the reason for the exclusion.
5. Click the Exclude button to make the changes.