Workflow Administration Rules

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 must be configured by InEight and charges may apply.