Configure Workflows

Proceed as follows:
  1. Click the Configure Workflows link from the Groups section of the navigation menu. A list of currently configured groups is displayed.
    Note: You may need to expand group containers to view subgroups. review note: Do settings created at the Group container level automatically apply to all Groups within that container unless they are subsequently configured independently?
  2. Click on the link for the group you wish to edit. The Workflow Configuration screen is displayed for the selected group.
  3. Modify the desired options and click the Save button.
    The following table describes each feature of the Workflow Configuration screen.
    Feature Description
    Suppress Activity Emails Check this box to suppress the amount of email being sent.

    review note: Which emails are actually being suppressed? When would they have been received otherwise? What is the impact of suppressing them?
    Allow 'Request to Paper' option for Workflows Check this box to allow the user to request paper.
    Send Declined Consent Workflows to Paper Check this box to send declined workflows to paper.
    Send Rejected Workflows to Paper Check this box to send rejected workflows to paper.
    Feature Description
    Add Number of Attachments to Subject Meta Data Check this box to add the meta data item: numberof Attachments= to the package.

    review note: When would this be used? When is it not a good idea? Does the customer specifically request it? What is the default setting?
    Add Tracking ID to Subject Meta Data Check this box to add the meta data item: trackingID= to the package.

    review note: When would this be used? When is it not a good idea? Does the customer specifically request it? What is the default setting?
WKFS