Workflow Integration
Automate document handling.
Last update: CCH Document Management
Document Workflows
This document provides guidelines for setting up and activating integration between Document Management and Workflow within a specific software. It outlines steps to activate Document Workflow, create workflow templates, add steps, set default workflows for document creation, and manage user permissions. Key points include the configuration of workflows based on document sources and types, the importance of proper mapping before workflow creation, and necessary SMTP settings for email notifications. Permissions related to workflows are also detailed, along with their implications for user actions within the Document Management system.