Template > Select dialog

Field/Choice

Description

File Attached

The Doc ID and description of the selected file(s) display here. Click Change to change that selection in the Attachments dialog.

Workflow Subject

Enter a descriptive name for use in workflow emails. Or, click the down arrow to the right of the field to select a previously-used subject line.

Message

Enter a brief cover message for the workflow email.

Question

Click Question to open the first Workflow Route dialog, where you select the type of input you want to receive from participants.

Route is a

Click Route is a to open the second Workflow Route dialog. where you define success or failure.

Due date

Click Due Date.

•        If this is the first or only workflow route, that opens the third Workflow Route dialog, where you set the due date for response.

•        If this is the second or later workflow route, that opens a third Workflow Route dialog, with conditional date choices for additional routes.

Send to:            

•        Click Add User to add users in the Add User dialog.

•        Click Edit User to edit the selected user in the Workflow Route: Edit Recipient dialog.

•        Click Remove User to remove the selected user from the list.