How do I transition a file to the Shared state?

  • Created : 3/31/2021 8:26:10 AM
  • Updated : 4/15/2021 1:55:43 PM
    • WIP documents, when ready, can be issued for Sharing. Right-click on a file that is in WIP, and click on Workflow.

    • In the dialog that opens, choose to “accept” or “return” the document through transitioning it to the “Shared” state or back to the “WIP” state.

    • Transition to the “Shared” state requires the approver to select the suitability code (e.g. S1, S2, S3, S4) and click on Save. 
    • The file is now available in the folder it is issued from in the Incoming Documents. 
    • In this screenshot the file is issued from the folder "1.2 Shared" in the originating workspace, and so it is available in a folder of the same name in the Incoming documents.