James Halliburton
asked on
SharePoint Document Review Workflow
Hi all, it's been awhile but I need some expert guidance here.
I am building a Workflow in SharePoint 2013. I am utilizing SharePoint Designer 2013 to accomplish this.
What I envision, I believe is pretty simple as workflows go, but I'm not sure.
1) I want to place a document in a library (Can that alone trigger the flow?)
2) After that happens, an email with the document attached goes out to 5 people simultaneously (Is that possible?)
3) The email has pre written instructions telling them to review the document and leave comments (How would they leave comments? Do I need to create a list form?)
And that is pretty much it.
Please, if anyone thinks they know how I should go about this, I ask that you not be vague, but provide specific and copious directions. Many thanks in advance.
V/r
James
I am building a Workflow in SharePoint 2013. I am utilizing SharePoint Designer 2013 to accomplish this.
What I envision, I believe is pretty simple as workflows go, but I'm not sure.
1) I want to place a document in a library (Can that alone trigger the flow?)
2) After that happens, an email with the document attached goes out to 5 people simultaneously (Is that possible?)
3) The email has pre written instructions telling them to review the document and leave comments (How would they leave comments? Do I need to create a list form?)
And that is pretty much it.
Please, if anyone thinks they know how I should go about this, I ask that you not be vague, but provide specific and copious directions. Many thanks in advance.
V/r
James
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Thanks, glad that helped.
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