Multi-Document Workflows

You can start a document workflow from the Library or document tabs, Cart, document reports, or from a binder section. In RIM Submissions Vaults, you can also start from the Content Plan Hierarchy Viewer. Note that some document workflows are only available on specific document lifecycle states.

To start a workflow for multiple documents:

1. From the Actions menu, select Start Workflow. You can include up to 100 documents in the workflow.

   

2. In the Refine Selection section, select documents to include. Documents in different states can be selected, and their respective workflows can be selected separately in the next step.

3. Click Continue.

   

4. In the Choose Workflow section, select the desired workflow(s). The current state of the selected documents are in bold. If the selected documents are in different states, their available valid workflows are listed separately.
   • Note: Only one selection is available per multi-document workflow initiation.

5. Click Continue.

   

6. In the Edit Workflow Details section, optionally, change the default Description.
7. Assign users and groups to roles.
8. Select a Due Date.

9. Click Next.

   

10. Click Finish.