A collaboration workflow is a designated task that must be completed by selected collaborated staff members for specific documents. There are 2 types of workflows:
· Primary Workflows – occurs at a document level. Each time that individual document is updated, the collaborators will be notified.
· Secondary Workflows – occurs at a folder leave. Each time a document is uploaded to the folder, the collaborator will be notified.
Attached is a help document explaining when to use workflows and how to assign them to your electronic investigator site files (eISFs).
For information on how to complete workflows, see the help topic here: