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In this week’s training, I will show you how to a drag & drop document workflow Manager in excel complete with automated thumbnails and dynamic workflow types.

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TIMESTAMPS:
0:00 – Introduction
0:35 – Overview
29:29 – Check Folders
30:08 – Browse Original
33:18 – Browse Revision
33:24 – Open Original
34:54 – Open Revision
35:02 – Create Thumbnail
46:23 – New Document
49:06 – Load Document
52:13 – Load Reviews Document
55:53 - Save and Update Document
1:02:53 – Delete Document
1:03:54 – Load Review
1:04:26 – Selection Change Worksheet
1:05:09 – Load Review
1:07:01 – Select Document
1:12:54 – Check for Move Workflows
1:20:22 – Refresh Workflow
1:43:00 – Send to Preview and Next & Approve and Next
1:47:58 – Send to Originator

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Randy Austin
#DocumentWorkflow #Automation #DataManagement #LearnExcelVBA