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In each space, a workflow can be added and applied
The space administrator selects and applies a workflow to all pages and blog posts in a space in the space settings Document Management dashboard.
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.
(space workflow)
On a page with an applied workflow, editors manage the document process using the workflow popup accessed through the workflow state byline added to the page.
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When a workflow is applied to a page, you can view workflow events and activity reporting
for each a page is displayed , in the document activity report on the page
for workflow activity information across the pages in a space is displayed , in the document report
With a page workflow, a page editor can apply a copy of a workflow template to each page (or blog post) on a page-by-page basis.
With a space workflow added by the space administrator, you can manage different documents within the space using a consistent, structured review and approval process. The same workflow template is applied to all documents.
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Only one workflow can be added to a page at a time. Adding a space workflow in a space overrides a page workflow applied to a page or blog post.
Applying a workflow
A Comala Document Management workflow is added as a either a
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The space settings document management dashboard displays the workflow available in the space.
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The following workflows can be applied, or added and then applied, in a space
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are available:
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Three workflows are bundled with Comala Document Management for Cloud and are available in all your spaces or you . You can also create one or more custom workflows or add an onboarding workflow. |
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A workflow template can be applied to all documents in a space using the space settings document management dashboard.
Apply it to all the pages and blog posts in the space by making a workflow active in the dashboard
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Only one workflow can be applied to a page or blog post. Making Activating a different workflow active disables automatically deactivates any existing currently active workflow.
Workflow applied on a page-by-page basis
When no workflow is active in the space document management dashboard, a workflow can be applied to an individual page (as a page workflow) using the Add Workflow byline on the page.
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Only one workflow can be applied to a page or blog post. Making Activating a workflow active in the space applies the active space workflow instead of the page workflow.
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automatically deactivates any currently active workflow.
You must have at least view and edit permission for the page can to add a page workflow.
If the user has you have space permission, the Add Workflow popup displays an option to add the workflow to all the pages in the space.
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