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Attachment Workflow - Workflow Features

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In addition to workflows for a case folder, a case folder’s attachments can also have an associated workflow. These workflows are always adhoc workflows.

Enable Adhoc Attachment Workflow option in the attachment workflow settings interface.

  • Enable Adhoc Attachment Workflow: When enabled, a case folder’s attachments can have their own workflows; documents will then be able to be assigned as tasks to users, and the assignees will have to complete the assigned task on the documents

  • Attachment Workflow button text: Determine the text on the Attachment workflow button. This option is hidden until Adhoc Attachment Workflow is enabled