M Files Admin: Creating a Document Review and Approval Wor

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Play, download and edit the free video M Files Admin: Creating a Document Review and Approval Workflow | Intelligent Information Management.

One of the most used and needed workflows throughout all organizations is the document review and approval workflow, where documents start out in a draft state and then they go through review and then final approval. It's really easy to create this workflow in M-Files and it saves staff loads of time since they don't have to hassle with the messy process of emailing attachments back and forth and creating multiple versions of the same document
For more information visit m-files.com/user-guide/la...

00:56-01:36 Creating a new workflow (states and state transitions)
01:36-02:21 Adding state actions: Set Properties
02:22-03:23 Adding state actions: Separate Assignment for the review state
03:24-04:02 Automated state transitions
04:03-04:39 Adding a separate assignment action to the approval state + automated state transitions
04:40-04:59 Automated state transition from Rejected state back to the Draft State
05:00-05:54 Adding a "Send notification" action to the "Approved" and "Rejected states
05:55-07:22 The users' perspectives

- To find out more about M-Files Training Solutions click here m-files.com/en/dms-training
- If you need more information contact us via m-files.com/company/contact/

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