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Workflow Management

Workflow Management is where administrators design the processes that documents follow in DocLock — review and approval, contract lifecycles, policy publication, archival, and more. A workflow is a reusable, named sequence of steps, each with an owner and a target time, that describes how work should flow from start to finish.

Workflow management overview


How to open this section

From the left navigation menu, open Configuration → Workflow Designer (route /configuration/workflow-designer).

  • Access required: the Manage Workflows permission (CONFIGURATION.WORKFLOWS). If you don't have it, the Workflow menu items are hidden. Contact your administrator.

What's in this section

PageWhat it covers
Workflow DefinitionsBrowse, search, create, edit, and delete workflow definitions. The home of this section.
Workflow DesignerThe visual editor — add steps, choose step types, and arrange the flow.
Assignments & RoutingAssign each step to a role, set SLAs, and branch the flow with binary (Yes/No) decisions.
Workflow Status & ActivityWhere workflow status appears, and how document progress and activity are shown.
Workflow Definition v2A separate, experimental copy of the editor for iterating on a newer design.

How the pieces fit together

  1. Define a workflow on the Workflow Definitions list — give it a title, category, and status.
  2. Design it in the Workflow Designer — add steps using the six step types (Task, Approval, Decision, RPA, Email, Notification) between the fixed Start and End caps.
  3. Assign and route each step — pick the responsible role, set an SLA, and use Decision steps to branch the flow. See Assignments & Routing.
  4. Activate the workflow when it's ready, then follow progress through document status and the workspace activity feed.

Good to know

  • Decisions branch into two paths only — one Yes and one No. There is no parallel or split-approval step type. Chain multiple Decision steps to model more complex logic.
  • The v2 editor is experimental and shares the same workflows as the standard designer; use the standard designer for production processes.