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Workflow menu details

The Workflow menu contains commands for working with one document. It is only visible when a document is selected. In any navigation view, right-click a document name to display the Workflow shortcut menu.

The following table briefly describes each command on the Workflow menu. Refer to topics elsewhere in this guide for details.

Workflow menu commands
Command Description

Workflow

<Workflow Transitions>

The names of valid workflow transitions for the current status of the selected document are listed here. The names vary depending on the workflow assigned to the document type. For more information, see Routing a document in a workflow.

Note    The commands in this menu are context sensitive, meaning their visibility depends on the current workflow state of the selected document and your security privileges.