Document Review Reminder Process

Document created by cazza162 Moderator on May 23, 2016Last modified by eharris04 on May 26, 2016
Version 5Show Document
  • View in full screen mode

Will review document library and notify owner of each document three months before the review date.

 

AuthorCassy Freeman
Long DescriptionThis site workflow will query a document library with fields "Review Date" and "Document Owner" where review date is equal to the date in three months time.  For each document returned, it will email the document owner and notify them that the document is due for review.
Dependencies

Created using Nintex Workflow 2013

Support Info

If you have any questions grab me on the info below:

Cassy Freeman | cassy.freeman@babcockinternational.com

Compatibility

Nintex Workflow 2010

Nintex Workflow 2013

Platform

SharePoint 2010

SharePoint 2013

Screenshots

email.PNGSchedule.PNG

Additional Information

You will need to ensure that you have a document library called "Procedures" with the following columns:

  • Review Date (Date and Time:  Date Only) - mandatory
  • Document Owner (Person or Group - mandatory

 

Import this workflow as a site workflow (Settings > Nintex Workflow 2010/2013 > Create Site Workflow.

After publishing, schedule the workflow to run daily indefinitely (Settings > Nintex Workflow 2010/2013 > Schedule Site Workflows

 

More details can be found here Site Workflow - Document Review Date Approaching Reminders

Nintex Xchange Terms of Use Policy

Nintex makes no warranty or guarantee about the reliability, performance, quality, or functionality of any assets, and any assets you install are therefore provided as is. By downloading this asset, you agree to the terms of use.

Outcomes