Initiate Feedback and Approval Workflow

To start a new approval or feedback workflow from ShareFile for Windows:

1. Open the ShareFile (S:) location.

2. Select a supported file and then choose the Share option in the right click menu.

3. Select Initiate Workflow:

   

4. From the Initiate Workflow window:

   • Click Edit to choose the Workflow type. Choose from Get Approval or Collect Feedback. Click Save.

     

   • Choose the Due Date, Approvers, Cc who can view the workflow document.

   • Enter an optional Message.

5. Select Start Workflow. A confirmation message displays advising that the workflow started successfully: