Start Processes

You can start processes that have been configured for your account. You can also configure your workflow process so that it can start offline.

  1. Click the Processes tab located at the top of the page.
  2. Choose a project from the All Projects menu.

    3. The Project Processes page is displayed.

  3. Click Start Process.

    4. The Start Process window is displayed with a list of all available processes for this account.

  1. Start a process.
  2. On the Start Process window, click the name of the process you want to start.
  3. Complete all required data fields.
  4. Depending on your account settings, you can optionally attach documents, process, forms, or viewpoints to the process.
  5. To finalize the process, take any of the following actions:
    • Click Submit to submit the process step.
    • Click Print to print the select tab.
    • Click Save Draft to save changes to the process step and return to the item later.

      • After 5 minutes of inactivity, the process will be autosaved as a draft.

    • Click Cancel to close this window and cancel this action. All unsaved data will be lost

    Internal e-Builder user:

  1. Start a Process.

    2. The Start a process window is displayed. All workflows configured for offline initiation have a Download link in the Offline Document column.

    Offline Processes List
  2. Click the Download link.
  3. Save this file to your computer.

    You can save the file either as a (.doc) or a (.docx) file.

  4. Email this file to the external process participant so that they can start the process workflow.

    5. External Participant:

  5. Open the process document and complete the necessary fields.
  6. Save the file.

    7. Save the file either as a .doc or a .docx file.

  7. Email it to the address located in the directions section at the end of the document.

The workflow process will be initiated and updated in e-Builder, ready for action to be taken on the next step in the workflow.