Sending a quickflow

A quickflow is a single task that is send to one or more users. If you send a quickflow to multiple users, you can select whether each user receives the task simultaneously or sequentially.

To send a quickflow:

  1. Navigate to the file, and select it.

    Tip: You can perform this procedure on multiple files by selecting multiple files.

  2. Select Tools > Workflow > Quickflow.

  3. To select the users or groups to whom to send the quickflow, click Select user/group, then select the users or groups, and then click OK.

  4. In the Priority drop-down list, select the priority.

  5. In the Instructions field, type any messages for the users.

  6. To receive a notification when a user completes the review, select the Return to Me checkbox.

  7. To require each user to enter an electronic signoff when completing the review, select the Require signoff checkbox.

  8. Click OK.