ShareFile

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:

    SWin Feedback Workflow

  4. From the Initiate Workflow window:
    • Click Edit to choose the Workflow type. Choose from Get Approval or Collect Feedback. Click Save.

      SFin Workflow Type

    • 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:

    SWin Workflow

Initiate Feedback and Approval Workflow

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