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Document Management

Configuration

Parameters

Notifications

Import

Clear History

Support

Audit Log

Report Data Population

Screen Location: Space Tools > Document Management > Space Workflows Document Management > Page Workflows Templates

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Option

Icon

Notes

As seen on...


Edit

Opens workflow builder. Once workflow builder is open, the workflow can be edited in

  • visual editor

  • markup editor

See: Workflow Authoring Guide

Space scope workflows ONLY

Info

A global scope workflow cannot be edited in a space. It can only be edited in the global workflows dashboard.


Enable

Enabled workflow. Move slider to disable the workflow. 

All active space scope workflows

Info

A global scope workflow added the document management dashboard is automatically enabled. It is displayed with a tick icon. No slider is available as the global scope workflow cannot be disabled in the space, only removed).


Disable

Disabled workflow. Move slider to enable the workflow. 

All disabled space scope workflows

Info

A global scope workflow cannot be disabled in a space. It can only be removed.


Remove

Deletes the workflow template from the space.

Global and space scope workflows

Info
  • if the workflow is a space scope workflow, the template may be unique to the space and may not be available to add again later if required

  • if the workflow is a global scope workflow the template is not removed from the global workflows dashboard and is available to add to the space again if required

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