Workflows define a series of processing tasks or transformations that your data will go through, ultimately resulting in a document or set of documents being published along one or more output channels.
This walkthrough describes the basic steps for creating a workflow within Ecrion Converse™.
Step 1 - Access Workspace Project
Access the workspace where the project is located, for which a new workflow needs to be created for, under Workspaces Module. (e.g. Default)
Step 2 - Access Project Folder
Access the Files tile, inside Collaboration group and then, select the Project folder where the workflow should be stored. (e.g. Insurance)
Step 3 - Create Workflow
On the right side of the toolbar, within the selected project folder, click on New button. From the contextual menu, select Workflow option.
Step 4 - Provide a name for your workflow
Choose a name and optionally, a description for your new workflow and click Create button in the New Workflow Dialog to successfully insert it into the project folder.
After the creation, you will be redirected at Workflow Editor, being able to change any configurations of the workflow.