Topic results Document Workflow

CCH Workflow
Assignment Team responsibilities
This document outlines the assignment process for Document workflows, emphasizing the roles of Assignment Managers at different levels. It explains how tasks are assigned based on the presence of Assignment Managers at the Assignment and Client Levels. If an Assignment Manager is designated at the Assignment Level, that individual receives the task; if not, the task goes to the Client Level manager. If neither level has a designated manager, the workflow owner is assigned the task.
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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.
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