Create Workflow Process from Bookmarks

The group of documents, images, or forms shared with other SureClinical users via a bookmark can be used in creating a workflow process as follows:

  1. Go to Document Navigator and select its view mode to be My Bookmarks
  2. Expand the bookmarks tree and right click on the name of the bookmark you wish to create a workflow process for, select Create Workflow Process, and select the type of the workflow process you wish to create. This will launch the Workflow Wizard with documents, images, or forms from the pre-selected bookmark. Follow the steps of the wizard to create the required process.