Launch a workflow from an entry template

An entry template can include a workflow that is launched either manually or automatically when a new document is added or checked in. If you have access rights to the entry template and the folder it is stored in, you can use it to add a new document and launch the corresponding workflow. The person who designed the entry template determines if the workflow is launched automatically or if you are prompted to launch the workflow.

If the workflow associated with the entry template is an approval workflow and the workflow is already in progress (that is, the workflow was launched when the document was added and has not been completed), you will not have the option to launch the workflow when checking in the document.

To launch a workflow from an entry template when adding or checking in a document

  1. Depending on whether you are adding or checking in a document, choose one of the following options:
  2. (Optional) Launch the workflow associated with the entry template. Choose the appropriate action below:
  3. If the Launch Step page is displayed, enter information for the workflow. See Use the Launch page for more information.