Understanding Workflows

Use a workflow to configure an automated action that will be performed on a document, following a classification decision. For example:

• Send an email message to personnel in charge
• Move or copy a document from one location to another, and many others.

To set up a workflow, you need to do the following:

• Specify conditions, defining the classification decisions that this workflow will act upon.

• Configure rules that will trigger your workflow actions.

• Select actions that will take place when one or more rule conditions are met.

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See next:

• Managing Workflows
• Workflow Actions