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      Start a workflow on a document

      This article explains how to start a workflow on a document and view it as it passes from step to step.

      Note: The ability to start a workflow on a document assumes the following:

      • The document type is listed in the Available For field of the workflow setup
      • Your user is listed in the Who Can Start field of the workflow setup
      • The workflow has not already been started on the document

      Start a workflow on a new document

      1. From the log view of a document type, click the New button to create a new record. 
      2. Fill in the required fields of the document, then click Save & Start Workflow (If you do not see the Save & Start Workflow button, one of the rules listed above has not been met).
      3. In the modal window, select the workflow(s) that you want to start and then click the Start Workflow button. 

      Start a workflow from the workflow panel

      1. Navigate to an existing document and scroll down to the "Workflows" panel. 
      2. In the "Worklfows" panel, click the Start New button.
      3. In the modal window, select the workflow(s) that you want to start and then click the Start Workflow button. 

      Start a workflow from the log view

      1. Navigate to an existing document log view. 
      2. Click the checkbox next to the records you want to start the workflow. You can choose many records at once. 
      3. In the popup that appears near the bottom of the screen, click the "..." button and then choose the Start Workflow option. 
      4. In the modal window, select the workflow(s) that you want to start and then click the Start Workflow button. 

      Note: If you start a workflow from the log view but the same workflow has already been started on the document, your action will be ignored. There is no way to restart a workflow from the log view. 

      Also, after starting a workflow from the log view, you may need to refresh your browser to see the workflow icon update to reflect the newly started workflow.