Document flow types lets you customize special mini-workflows on documents, called "document flows". For details, see User guide (Document flow).

By default, there are 2 predefined document flow types available to use:

In addition, you can create your own custom document flow types.

To create a new document flow type:

  1. Click the DocuNote tab and select System Setup*.*
  2. Click the Document flow type button on the ribbon bar.
  3. Define the properties for new document flow type.
  4. Click Save.

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Property Description
Name Defines the name for the document flow
Predefined actors Allows you to add predefined actors that will filled out on Document flow start form.
Responses Defines the responses that will be available for selection when responding to the document flow task. The responses can be interpreted by the system as:

• Positive - the value is considered as positive. • Positive + stop flow - the value is considered as positive. All not completed tasks should be withdrawn and the flow completed. • Negative - the value is considered as negative. • Negative + stop flow - the value is considered as negative. All not completed tasks should be withdrawn and the flow completed. | | Advanced settings | | | Use on these document categories | The document flow will be limited to documents with given document categories. | | Use on these document statuses | The document flow will be limited to document with given document statuses | | When the flow starts, update the document version to the next published version | Updates the document version to the next published version, when the document flow starts. | | When the flow completes, update the document to the next published version | Updates the document version to the next published version, when the document flow completes. | | When the flow starts, set the document status to | Applies the given document status to the document, when the flow starts. | | When the flow completes, set the document status to | Applies the given document status to the document, when the flow completes. | | When the flow starts, start the workflow | Starts the main workflow, when the flow starts. | | When the flow completes, start the workflow | Starts the main workflow, when the flow completes. | | When the flow starts, lock the document | Locks the documents, when the flow starts. | | When the flow completes with no negative responses, mark the document version as approved | Marks the document version as approved, when the flow completes with no negative responses. | | Task processing | Defines the type of flow processing:

• Parallel - all participants receive their tasks simultaneously. • Sequential - tasks are assigned to participants one at a time. | | Sign method | Allows you to secure the actors responses to the task.

• None - no sign method is applied. • AD Password - when an actor completes a document flow task, and saves/closes the task, the system must prompt the actor for a password, and validate the password against Active Directory. | | Send e-mail when the flow is complete | Defines if the e-mail will be sent to the flow initiator when the flow is complete. | | Send e-mail to the user the task is assigned to | Defines if the e-mail will be sent to the user the task is assigned to. | | Send e-mail when the assigned task is completed | Defines if the e-mail will be sent to the flow initiator when the assigned task is completed. |