How do I connect workflow steps?

Connecting the workflow steps assigns the order in which the workflow steps will be executed by Document Management.

In this Topic

1. Right-click on an icon on the workspace.

2. Select Set as Start.

The icon is the first step in the workflow process.

1. Right-click on an icon on the workspace.

2. Select Add Connection.

3. Drag the connecting arrow to the next step in the workflow and click on it. .

The two icons are linked as steps in the workflow. Repeat this section to add the remaining icons to the workflow.

1. Right-click on an icon on the workspace.

2. Select Clear Connection.

3. Drag the connecting arrow to the next step in the workflow and click on it. .

The link between the two icons is removed.