A convenient feature for workspace (group) documents is the ability to create a simple workflow directly from the document.
To do this:
- Right-click a document to display document options
- Select Workflow
- A task is automatically created in this workspace (group) with the document title as the name of the task
- The pop-up will automatically bring you to the Assign & Notify tab to quickly help create a simple workflow.
- Right-click a document to display document options