Creating Document and Form Workflow SharePoint Sites

To create sites:

• Designer software must be installed
• The user must have SharePoint site creation privileges

To create a Document Workflow or Form Workflow SharePoint site:

1. Go to the SharePoint site under which you want to create the Document or Form Workflow site.

   .

2. Under Site Actions, click More Options.
3. In the Categories list, click Blank and Custom.

   Note: In Workflow v11.1 and later, this tab is labeled "Winshuttle" (not "Custom").

   • To create a Document Workflow site, click Process Controlled Document Workspace.
   • To create a Form Workflow site, click Process Controlled Form Workspace.

   The New SharePoint Site page appears.

4. In the Title text box, click More Options to see a list of existing titles, or type a name for your Document Workflow or Form Workflow site.

   For example, if you are creating a Document Workflow site to be used in an engineering department, you could name it Engineering_Documents. If you are creating a Form Workflow site to be used in a finance department, you could name it FinanceDesigner.

   NOTE: It is a good idea to use names that contain only alphanumeric characters and underscores. Avoid using spaces and non-alphanumeric characters.

5. In the Description area, type a description for the documents or forms that will be included in this site.
6. In the URL name text box, type a valid URL.
7. In the UserPermissions, Navigation, and Navigation Inheritance areas, select the appropriate options for your environment. (Refer to your SharePoint documentation for information about these options.)
8. Click Create. Your new Document or Form Workflow site appears, similar to the following example: