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Workflow Setup

  1. Search for "Workflows" in the search menu and open the corresponding link
  2. Click the "New workflow from template" button
  3. In the window that appears, select "Send to one service" under E-Document
If you don't see the option "Send to one service"

Search for "Workflow Templates" in the search menu and open the corresponding link. Under Actions select "Reset Microsoft Templates". The option should now appear in the list.

Configure the workflow​

  1. Click into the workflow that was created
  2. Give the workflow a Code e.g. "EHF"
  3. Give the workflow a Description e.g. "EHF with attachment"
  4. On the row below Workflow Steps, click on the cell in the "Then Response" column
  5. In the window that appears, in the "E-Document Service" field select the e-document service you created earlier. Then click OK
  6. Check the Enabled checkbox on the workflow