Multiple Document Workflow

  • 16 October 2017
  • 2 replies
  • 2 views
K
Badge +5

I'm fairly new to Nintex workflows and was wondering if anyone has a recommendation on a multiple document workflow.  Here is a what I'm looking for:

1.   A requirements document is started and the group is notified to take action

2.   The requirements document generates another document and once that document is complete it creates another document and then sent for Review and Approval.

they all will be identified with a unique ID number and saved into a Document Library.

#document process and approvals.

2 replies

K
Userlevel 3
Badge +12

Hi Williams,

Can you please share more details on your requirement?

1. Is the same group is notified every time a new document generated?

2. The requirements document generates another document - means, a user uploads to document library manually?

3. How many steps of approvals required in your flow?

And any details if you have, please provide.

K
Badge +5

1. Is the same group is notified every time a new document generated? 3 different groups

2. The requirements document generates another document - means, a user uploads to document library manually? Once the requirement document is finished, 4 documents (including the requirements document) will be generated (uploaded to the library).

3. How many steps of approvals required in your flow? 8 steps, but the same 3 approve and/or collects signatures.

Trying to determine if the workflow email notifications and Tasks would just include the links to the package of documents to review?

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