Overview

The steps required to configure InEight Document to manage workflows are:

  1. Confirm Review Status Codes (Configuration Tables).

  2. Define the Review (Y/N) Rules.

  3. Define the Review Initiators.

  4. Define Review Teams and Review Settings.

  5. Confirm Project Settings relating to Review and Approval.

  • If required reviewers can create sub review workflows initiating a workflow within a workflow. This feature is not enabled on all projects – contact InEight Document for more details.

  • It is possible to use other Document attributes to define Review (Y/N), Review Initiator and Review Team rules. This has to be configured by InEight and charges may apply.