edoc invoice Administration Guide
Breadcrumbs

Manage workflow groups for a company

If you would like to implement a workflow for your organization, first select a workflow component (d.3 mailbox or edoc workplace) under Settings > Server settings.

All user groups that exist in Keycloak or in your d.3 repository (archive, document management) are available by default. The groups can be found under Settings > Workflow > Groups.

On the Workflow groups page, under Workflow participation of groups > Status, you can specify with one click whether a group should participate in the workflow.

Once you have defined the groups for participation in the workflow, click Save on the ribbon.

The view for the groups is updated regularly. If you have just added a group in your d.3 repository or in Keycloak and this group is not yet displayed, click on Update groups in the ribbon.