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Workflow Initiation Settings

These settings are for FileHold 15.1 and lower versions.

In the workflow initiation settings, you can determine how workflows are initiated when multiple documents are selected:

  • A separate workflow is initiated for each selected document resulting in multiple workflows being initiated.
  • A single workflow is initiated containing multiple documents.
  • A prompt for the user each time a workflow is initiated on multiple documents allowing them to choose an option.

To set the workflow initiation setting

  1. In the Administration Panel, go to Library Configuration > General.
  2. In the Workflows area, select the option for when a user initiates workflows:
  • One workflow
  • Separate workflows
  • Prompt user
  1. Click Update.