You can attach new or existing workflow records to document records using the Add Workflow, Add Document WF or Attach Workflow actions on the General panel of the Document record. The Add Workflow action lets you select a template from a list of active workflow templates. The Add Default WF action uses the default template that's set in your user Preferences and only appears if you've set a default. Attached workflows are displayed at the bottom of the General panel of the Document record.
To create and attach a new workflow to a document record:
On the Document Record page select the Add Workflow or Add Document WF action.
If you selected the Add Workflow action, select a template from the list of available templates. Complete the appropriate fields on the General panel of the workflow record. Select the Save and Close action to save the new workflow and return to the Document Search Results page.
If you selected the Add Default WF action, complete fields on the General panel of the workflow record. Select the Save and Close action to save the new workflow and return to the Document Search Results page.
To attach an existing workflow to a document record:
On the Document Record page select the Attach Workflow action.
Search for the workflow you want to attach to the document by selecting an option in the Search for field, or use an Advanced Search.
Select the check box next to the workflow record you want to attach and click the Attach button at the bottom of the page. Information about the workflow and a link to it appear on the Workflow panel.
To view the attached workflow, click the workflow ID link in the Attached Workflows section located at the bottom of the General panel of the document record. Select the Return to Document action in the Workflow record to return back to the Document record.