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How to Create Simple Approval Workflows: Steps

Tech Tip: Only account Administrators have access to create Content Rules.

Create a Simple Approval Workflow

  1. To create a Simple Approval Workflow, select Management from the left side menu.
  2. Select Content Rules.
  3. Select the Add symbol to create the Content... (More)

How to Move Files: Steps

  1. From Files, select the checkboxes to the left of each file or folder to be moved.
  2. Select the Move icon from the top Action menu.
  3. From the Move files menu, select the new location to move files to.

How to Add Content to Metadata: Steps

  1. To the right of the file or folder name, select the context menu.
  2. From the drop down menu select ‘Metadata’.
  3. Enter any metadata and select any metadata fields from the drop down menu.
  4. Select update.
  5. Search files for metadata by... (More)

How to Manage Metadata for Document Types

Tech Tip: Only account Administrators can customize Document Type Field and Document Types.

Create a Document Type Field

  1. To create a new Document Type Fields to be applied to Document Types, select Management from the left side menu.
  2. Select Document... (More)