There are times that a document might have been accidentally removed from workflow or need to send a newly scanned document into a workflow. The following guide will walk you through the steps.
If you do not see the actions as listed below, it means you're account does not have the correct permissions and you'll need to get that from your admin.
1. Go to Search
2. Select the Doc Type from the drop down you wish to send to workflow and search for the document. In this example we are doing Financial Packet
3. Click on the document and right click and click "Send to Workflow"
4. Select the queue you wish to send it to and click "OK"
If you do not see a queue listed here, it is because it does not have the "Allow Start" flag on the queue. It is recommended not to change that setting and to send to the queue that is closest to your final destination
If you receive error that item is already in workflow, you must remove it from it's current queue and then you'll be able to send it. A document can only be in 1 queue at a time.