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Using Workflows

When Print Portal is integrated with your Librarian configuration, you can send documents that are assigned to a workflow through the workflow steps by using the Workflow Transition page.

ClosedTo send a document through its workflow steps

  1. On the Print Portal Home page, set the View option to View (Details), and then locate the document that you want. For more information, refer to Finding a File.

  2. Click .

    Only documents that are in a Production workflow state are visible on the Print Portal Home page. This includes documents in a workflow state for which the Set as production (published) option is selected in the state.

  3. On the menu, click Transition Workflow Step. The Workflow Transition page opens in a new browser tab.

  4. Under Select the workflow step to apply to this request, click the transition that you want, add a comment in the Add a comment (required) field if a comment is required, and then click Submit. The Workflow Transition page displays a green check mark to indicate that the change was successful.

  5. To move the document to the next workflow transition, click Continue Workflow Step.

For more information about workflows, transition states, and document revisions, refer to the Librarian help system.

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