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Applies to:

Working with document workflows (DocEX)

Winshuttle Document Workflow (DocEx) allows you to manage and monitor your document-related tasks and processes.

A document workflow site includes three main Web Parts:

The following sections describe each of the Web Parts of a Document workflow site and provide instructions for tasks you can complete within them.

Searching the Document Library

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  1. In the Keyword field, type one or more keywords to search by.
  2. Click the Filter Winshuttle workflow filter icon button.
  3. Click the Clear Filter button to clear the filter (search) results.

    Note: The Clear Filter button does not reset the Process Status Filter toggle buttons.