Sequential and Simultaneous Additional Workflow Steps

With our 30.0.0 release, we now offer ad hoc document sequential and simultaneous workflow steps that can be added as needed. These steps will be in addition to the workflow steps that are set at the document category level. This new functionality offers flexibility with the workflows, allowing you to tailor approval processes precisely to your needs when needing to add an extra signature step. 

Sequential Ad Hoc Workflow Steps

When needed, adding sequential ad hoc workflow steps allows users to add additional workflow participants without altering the category defined workflow steps.

To add a sequential ad hoc workflow step to a document, launch the document for approval, retirement, and/or review. Once the workflow slider opens on the right side, please select 'Add Additional Steps'. You may add as many ad hoc workflow participants as needed; to ensure that the flow stays sequential, you will need to make sure that the step numbering is in sequential order. 

If there is an 'always last' step in the workflow configuration at the category level, the sequential feature will work slightly different. When adding the ad hoc steps, the additional steps will follow a sequential order, but the 'always last' step will always be last. 

Simultaneous Ad Hoc Workflow Steps

Users may also add simultaneous, additional workflow steps when sending a document off for approval, review, or retirement. If the intention is to have these signatures go out all at the same time, you must renumber the ad hoc (additional) workflow steps to match the defined, category steps. 

If there is an 'always last' step in the workflow configuration at the category level, the simultaneous feature will work slightly differently. When adding the ad hoc steps, the additional steps will follow a simultaneous order when numbered so, but the 'always last' step will always be last.