Send a quickflow

A quickflow is a single task you 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. For detailed steps see Locate an item in a selection dialog box.

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

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

  6. Select the Return to Me option to receive a task when a user completes the review.

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

  8. Click OK.