Adding Documents to Workflow

Documents must be manually added to a workflow using mass actions on the Document List. When documents are added to a workflow, Nebula will begin to distribute the documents to the workflow stages. Once distributed, documents will settle into the highest-ranking stage for which they qualify. Documents can also manually be added to a stage.

Note: When workflow document routing is rerun, the documents that were manually added to a stage and meet coding requirements for other stages will not be redistributed. Such documents must be checked out by a reviewer or manually placed in a new staged from the Document List.

To add documents en mass from the Document List

1. Choose the Saved Search or document set you want to include in a workflow from the Explore menu.
2. On the Document List, click the Action icon and select Move to Workflow Stage.
3. On the Move to Workflow dialog box, select the following:
• Select Workflow: The workflow receiving the documents.
• Select Stage: The stage receiving the documents.
4. Click Add.

The selected documents and will be available for check out by the reviewers in the workflow instantly.