Manage Processes

Assign a Document to a Process

You must be logged in as a user with Edit (write access) permissions for the document. To assign a document to a process, follow these steps:

• Select the document in the document list to assign it to a process.

• Right-click to open the context menu of the document list.

• In the context menu, click on "Processes" > "Assign Process...".

  

• In the "Available Processes" section, select the processes you want to assign the document to.

  Click the Button > (Add selected documents to all chosen processes).

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  Note
  
  You can drag and drop documents from the document list into processes.

  Multiple documents can be selected. A document can be assigned to multiple processes.

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  Note
  
  Assigning a document to a process is not possible if

  • the current version of the document is not selected
  • a document is marked for deletion.

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Remove a Document from a Process

You must be logged in as a user with Edit (write access) permissions for the document. To remove a document from a process, follow these steps:

• Select the document in the document list to remove it from a process.

• Right-click to open the context menu of the document list.

• In the context menu, click on "Processes" > "Assign Process..."

• In the "Processes with Selected Documents" section, select the processes you want to remove the document from.

• Click the Button < (Remove selected documents from all chosen processes).

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  Note
  
  Multiple documents can be selected.

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