Working with document workflows

To run a workflow transition:

1. Select the document that you want to route in a workflow. The workflow transitions that are valid for the document’s current status and document type appear in the Workflow menu.
2. Select a workflow transition from the Workflow menu. A confirmation dialog box appears if you select a Quick Change transition. Click Yes. Otherwise, a dialog box appears for intermediate transitions. Select a user name, type an optional comment to add to the document log, and click OK.
3. If the BlueCielo Upload/Download Control dialog box appears, confirm that the options are what you want. The options can be set any time the dialog box appears or by clicking Options on the Preferences page.

4. Click OK. The document’s workflow properties are updated to reflect its current status. If the transition places the document under change by you, the document is downloaded to your local workspace for editing by you.

   Tip    The document is also added to the Recent Items list on the Windows Start menu for easy access.