Workflows Documentation
Workflows is the document and approval control product for routed reviews, transmittals, correspondence, project records, permissions, and audit-ready traceability.
Start here
- Workflows overview
- Key concepts
- Create your first workflow template
- Route your first document review
- Issue a transmittal
Role paths
| Role | Recommended path |
|---|---|
| Document controller | Start with the document register, transmittals, correspondence, and audit trail. |
| Project manager | Focus on review routing, workflow status, overdue actions, and closeout evidence. |
| External reviewer | Learn review responses, comments, attachments, and acknowledgement steps. |
| Organization admin | Configure permissions, templates, reviewer groups, and governance rules. |
Product boundary
Workflows is for controlled project records and routed reviews. Use Planner for schedule intelligence and Report Forge for recurring reporting packages.