Manage workflows

Manager users in the Workflow Documents accessed from a review or approve list in the Folder view. managers role can manage a Workflow for Panviva. documents.

1. Open Panviva Manager.

   The Document Management window displays.

2. Click Workflow.

   The Workflow Management window displays.

3. Choose the next step:

• Add a new workflow

• Remove a workflow

• Remove Required approvers

• Remove Optional approvers

• Remove Required reviewers

• Remove Optional reviewers

Remove a workflow

1. Select the appropriate workflow from the Workflow Management list.

2. Click .

   The Confirmation warning dialog box displays.

3. Click Delete.

Remove Required approvers

1. Select the appropriate workflow from the Workflow Management list.

2. Select Details & Actions > Required approvers.

3. Select the approver.

4. Click Remove.

   The selected approver displays as Removed.

5. Click Save.

Remove Optional approvers

1. Select the appropriate workflow from the Workflow Management list.

2. Select Details & Actions > Optional approvers.

3. Select the approver.

4. Click Remove.

   The selected approver displays as Removed.

5. Click Save.

Remove Required reviewers

1. Select the appropriate workflow from the Workflow Management list.

2. Select Details & Actions > Required reviewers.

3. Select the reviewer.

4. Click Remove.

   The selected reviewer displays as Removed.

5. Click Save.

Remove Optional reviewers

1. Select the appropriate workflow from the Workflow Management list.

2. Select Details & Actions > Optional reviewers.

3. Select the reviewer.

4. Click Remove.

   The selected reviewer displays as Removed.

5. Click Save.