Overview
This article provides guidance for creating and managing Softdocs Workflow Approver (WF Approver) groups in Group Manager. It covers how group membership changes sync to Softdocs, when to contact Identity Management, and what to do if a group update does not process correctly.
If you own a WF Approver group, you may add or delete members in Group Manager. Additions should sync to Softdocs according to the instructions provided by UTS.
If members do not update correctly after a change, submit a ticket to the Identity Management / Access group for review.
Requesting a new group
To request a new Softdocs group, submit a service ticket to Identity Management / Access. Include the intended group name, the business purpose, the primary owner, and any backup owners or administrators who should have access.
Before a new group is created or any ownership model is changed, coordinate with Identity Management to confirm the request and avoid sync issues.
Updating group name or description
Please be careful when changing group properties in Group Manager. There is currently an open issue related to sync problems in Softdocs after changing a group name and description in Group Manager.
Before making any changes to group name, description, or other group properties, check with Identity Management by submitting a service ticket first.
Deleting members from a group
If you delete a member from a group, ask that person to log back in to eTrieve Central one time after the deletion so they are removed from the Softdocs side of the group.
After this occurs, workflow email notifications should stop for that user.