My boss wants me to create a workflow in SP 07 that will accomplish the following:
1. Have a list of documents (mix of .pdf, .xls, and .doc) a new customer must e-sign (e-sign is already implemented). Signed documents will then be archived under that customer's name so that an employee can select their name from a list to review
2. Automatically create triggers that will email or notify managers when that customer has been with us for 30 days and 60 days.
I've watched quite a few videos on SP workflows and document management, but I haven't got a grasp on the best way to go about this, so I have a few questions:
1. Can I achieve these requirements by using out-of-the-box workflows or other SP features? Or will this require using creating a custom WF from VS or SPDesigner? If creating a custom WF in VS is required, I am proficient with c#, so coding
won't be an issue.
2. How best approach this? No need to go into great detail (unless you want to). A high-level overview of what features and steps you would use would help out tremendously.
Thanks in advance.
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