Attach a workflow to a file

You can attach a workflow to document(s):

  1. Click Files in the toolbar.
  2. Select the applicable folder.
  3. Select a document or multiple documents you want to attach a workflow to.
  4. Click the ellipsis button at the top of the content pane.

    A context menu is displayed.

  5. Click the Attach > Workflow button.
  6. The Attach workflow window appears.
  7. Choose the workflow and fill in the required fields.
  8. Click the Attach button.

    The Successfully attached workflow pop-up notification appears.

Note: You must belong to a role that has the Attach workflow permission in the folder you want to attach a workflow to a document. Otherwise, the Attach > Workflow button is not available.