Workflow Setup

The steps to set up a workflow are as follows:

• Create and name a workflow
• Add levels and add stages with the appropriate settings
• Add documents to the workflow

Creating a Workflow

Begin creating a new workflow by giving it a name.

Note: Workflow names can be updated if desired.

To create a new workflow

1. On your Review matter, click Review > Review Management > Workflow.
2. In the Workflow menu bar, click the Action icon and select Add New Workflow.



3. On the New workflow dialog box, enter a Name for the workflow.



4. Select the Time Zone local to the user of the workflow.
5. Click Create.

The new Workflow Name is now available in the menu bar drop list.

To rename a workflow

1. On the Workflow page (Manage > Review > Workflow), select the workflow you want to rename.
2. In the Workflow menu bar, click the Action icon and select Rename Workflow.
3. On the Rename Workflow dialog box, update the Name for the workflow and click Save.



The updated Workflow Name is now available in the menu bar drop list.

Deleting a Workflow

A workflow can only be deleted if no levels or stages are present. For more information, see Deleting Levels and Stages.

To delete a workflow

1. On the Workflow page (Review > Review Management > Workflow), select the workflow you want to delete.
2. In the Workflow menu bar, click the Action icon and select Delete Workflow.

Note: Delete is only available when no levels are present on the workflow.

3. On the Delete Confirmation dialog box, click Delete.

To set the object level security for a workflow

1. In the Explore pane on the Nebula dash board, click Workflows.
2. In the Workflow menu bar, select the workflow you want to work with, then click the Action icon and select Object Security.
3. Complete the Object Security dialog box.