Workflows IV: Include someone outside your company

Person with access to file, person without access

Does your company use workflows on a Microsoft Office SharePoint Server 2007 site? Did you know that you can include people in a workflow even if they are outside your company? Take this course to find out how.

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About this course

This course includes:

  • A Quick Reference Card you can take away from the course.

Goals

After completing this course you will be able to:

  • How to include people outside your company in a workflow.

  • Know what it’s like to be a liaison for an external participant.

  • See what it looks like when you are an external participant, and what needs to be done to complete tasks.

  • How to complete a task as a liaison

Before you begin

You should know how to start the Approval and Collect Feedback workflows and know how they work. Or, you should take Workflows I: Basics you should know and Workflows II: Collect feedback for a file.

Topics in this course

  1. Include someone outside your company

  2. Configuration required

  3. Our example

  4. Add someone outside your company

  5. About the messages sent

  6. An outside participant’s message

  7. Ellen receives a message too.

  8. How it all works

  9. Workflow Status page

  10. What about the other workflows?

  11. The Collect Feedback workflow

  12. Collect Feedback, cont'd

  13. Collect signatures

  14. Quick reference card

Applies To: SharePoint Server 2007, Excel 2007, Word 2007, PowerPoint 2007



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