Workflows > Menu: File

This section describes the 'File' menu in the 'Workflows' tab.

Important:

Please note that this section only describes the menu options at a high-level. For more in-depth explanations, please refer to the appropriate parts of the manual.

Menu: 'File'

Clicking on 'File' displays a drop-down menu.

NOTE:

The options available will differ depending on if a workflow is currently selected.

'File > Open'

Clicking 'File > Open' will open the currently selected workflow in the 'Workflow Editor' window.

'File > New Folder'

The 'New Folder' command allows you to create a new folder inside the currently selected folder.

Here, you can name this folder and assign folder-access permissions.

NOTE:

If no folder is selected, the new folder will be created as a new 'root' folder.

'File > New Workflow'

The 'New Workflow' command opens the 'New Workflow' window. This allows you to create a new workflow template in the currently selected folder.

With this window, you can set the name and description of your new workflow, as well as selecting the job handling.

'Combined Jobs':

Selecting the 'Combined Jobs' option means that any user assigned to multiple workflow steps (e.g. editing and reviewing) will see only one job in their jobs queue. For example, if those workflow steps are consecutive, the user can pass content directly through both of the steps in one action.

'Split Jobs':

Selecting the 'Split Jobs' option means that a user assigned to multiple workflow steps will see each of those steps as a separate job in their jobs queue. For example, if a user is assigned to both the editing and review steps of a workflow, that user will see an editing job that only contains content that has not yet been sent for review. That user will also see a separate review job for the same document containing content that has been sent for review.

NOTE:

There can only be one person working within a certain document at any one time. This means that if, for example, a document is open by an editor, the reviewer cannot access the document until the editor has closed the document.