Mowafeq Manual

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Starting a Workflow

Who can start: Users with the position "Document Controller".

Video Walkthrough

Understand the sending workflow process.

How to Start

  1. Navigate to the transmittal or letter detail page.
  2. Go to the Workflow tab.
  3. Click "Start Workflow".

Workflow tab showing Not Started state

  1. Choose the mode:
    • Preset: Select a template from the dropdown.
    • Dynamic: Add one or more steps, each with a title and at least one assignee.

Preset and Dynamic workflow modes

  1. Optionally add a document controller note and attach files.
  2. Click "Start".

What Happens

  • A "Document Controller" step is auto-created and marked as complete (step 1).
  • The first review step (step 2) activates.
  • All assigned participants receive email notifications.
  • If no review steps were added, the workflow completes immediately.

Automatic Completion

Workflows also complete automatically when a transmittal is sent (for the sender's workflow), when every document on a transmittal has a response (for all workflows on it), or when a transmittal is closed, superseded, or withdrawn. A workflow on a letter completes when that letter is acknowledged or replied to.