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SharePoint Document Review Workflow

Lord_Dragon
Lord_Dragon used Ask the Experts™
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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
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SharePoint AED
Distinguished Expert 2018
Commented:
Here are the answers to your questions:

1) I want to place a document in a library (Can that alone trigger the flow?)
Yes

2) After that happens, an email with the document attached goes out to 5 people simultaneously (Is that possible?)
The mail would have a link to the document actually but people would be able to open the document.

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?)
If this is a word document, they would be able to leave comments using Word capabilities.

Good luck...

Author

Commented:
Thank you
Walter CurtisSharePoint AED
Distinguished Expert 2018

Commented:
Thanks, glad that helped.