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Each workflow has a different document management workflow process to provide greater control of your document development and management. These workflows include
change the current space workflow using the Manage Workflows button
enable and apply the space workflow to all the pages in the space by moving the grey X slider to a green tick slider
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Each workflow includes
different workflow states and transitions to create allowing different process milestones and process routes
expiry due dates for approved content
automatic options for the assignment of users by the workflow to an approval as content reviewers
You can also create your own custom workflows to manage your own bespoke document management process and meet your business, team or compliance needs
choose Edit Workflow to make changes to the current workflow using the workflow builder visual builder or code editor.
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You can edit the one of the installed workflows but changes will need to be saved as a custom workflow with a different name. The installed workflows cannot be overwritten.
Adding a workflow to content
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You can add and apply a workflow to your pages and blogs in a space in two ways
individually add a copy of a workflow to a single page or blog post (page mode workflow)
add and apply a workflow across all the documents in the space (space mode workflow)
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You can also use workflow builder to create more responsive and flexible workflows by
adding one or more JSON triggers to respond to workflow events, for example, to generate custom notifications
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using workflow parameters to manage the values used in your workflow, for example, users who are added as reviewers, due date values for the expiry of content
A new custom workflow can be created or an existing workflow customized using workflow builder visual editor or the JSON code editor in the space settings Document Management dashboard. Changes made in one editor are automatically updated in the other editor.