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Various options are available within the maintenance area to setup and activate integration between Document Management and Workflow. The steps you need to take are detailed in this section, and should be followed in the order listed.

Topics in this Section

  • Before activating the integration of Central Workflow with Document Management you will need to have some document workflow templates in place. This section shows the basic set up of a document workflow template. For more detailed information refer to the CCH Workflow User Guide.
  • Default workflows to be used when adding documents into the system via the Add Document window can be set using the Document Workflows window which is accessed via Maintenance > Document Management > Workflows.
  • Please contact support for details on how to activate Document Workflow.