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A Comala Document Management workflow codifies a business or compliance process into...
states and transitions between states - your process milestones and the routes from one milestone to the next
content reviews - your approval processes for each milestone
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One or more reviewers may be required for each approval, depending on the applied workflow. Users are either automatically assigned as reviewers by the workflow or manually by your editors |
Some documentation processes may be managed automatically by the workflow, for example, undertaking a transition to a different workflow state if the page is updated.
Each workflow is stored as a workflow template that can be added and applied to your pages and blog posts.
In each space, a workflow can be added
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The space administrator selects and applies a workflow to all content pages and blog posts in a space in the space settings Document Management dashboard.There are a number of
If a workflow is not applied to the whole space by the space administrator, then a page editor can apply a workflow to each page (or blog post), on a page-by-page basis.
Only one workflow can be applied to a page at any one time. Applying a workflow across the space overrides a workflow applied to an individual page.
Editors manage the document process using the workflow popup accessed through the workflow state byline added to the page.
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For each page with an applied workflow, page editors (using the popup ellipsis menu or the page tools menu) can view the page document activity report displaying the workflow lifecycle activity on the current page.
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For each space, the Document Report option in the Confluence sidebar displays the workflow information for all the pages and blog posts in the space with an applied workflow.
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There are several workflows bundled with Comala Document Management for Cloud or you create one or more custom workflows.
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A copy of a bundled workflow can be edited (and saved with a new name) in the space settings Document Management dashboard using the workflow builder visual editing tool to create a custom workflow. |
Bundled Workflows
The following workflows listed below are available in each space in your Confluence site on the installation of Comala Document Management.
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Basic Approval Workflow
The Basic Approval Workflow is a 3 state workflow.
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