Document Set - Workflow Library

Instead of creating a form for each document set (and needing to build a new field type), you can add the document set directly to the workflow.

To add a document set to a workflow:

1. Click Back Office.
2. From System|Change, select Workflow Library. The Workflow Library form opens.
3. Create a new workflow or edit an existing workflow.See Creating a Workflow (Onboarding)
4. Select the Forms and Document tab.
5. (Optional) Select a filter from the Filter Type drop-down to filter the available forms and sets by type in the Available Items section.
6. (Optional) Enter a keyword in the Search field to filter the available forms and sets by keyword in the Available Items section.
7. Review the items in the Available Items section. You can click the column header to sort the items by name or by type.
8. Drag and drop one or more item from the Available Items section to the Selected Items section.
9. (Optional) Edit the field label of the item.
a. Click the edit button for an item in the Selected items section.
b. Update the field label in the English field or the Spanish field.
c. Click Save to complete the label change.
10. (Optional) Click the Remove button for one or more items in the Selected items section to remove the item(s) from the list.
11. Click Save to save changes to the Forms and Documents tab.
12. Indicate when the change needs to take effect by selecting one of the following:
• Immediately
• Future Date and enter a date in the Start Date field
• Save as Draft
13. Click Submit Workflow.