Start a Work Item_v5

What can you do

Content can be placed in a workflow (new work item) or an existing work item using the Workflow button in the Search or Document Viewer toolbars.

Create New Work Item

1. When Content is open, Click the Workflow
2. Select Create New Work Item

   

3. Select a Workflow
4. Enter the Name of your work item
5. Click Assign Users toggle <- Optional add users upfront
   1. Assign a user to the corresponding queue by selecting the username from the dropdown.

      

6. Click on Save

Adding Documents to Existing Work Item

1. Click the Workflow icon, with a document open, or one or more documents selected from search results
2. Select Attach To Existing Work Item

   

3. Select a work item from the dropdown
4. Click Save