Start a basis submission process

You can start a new basis submission process from an email or from the Cases & Documents folder in Outlook, or from WorkZone Client. For more information, see Start a new process.


Start submission process

  1. Open, for example, a case from the Cases & Documents pane in WorkZone for Office.
  2. Click Process on the ribbon.

    3. Note: If the email has been saved on multiple cases, then a list of these cases is displayed. Select a case.

  3. Click Submission (Basis).


  4. The Start Submission dialog box opens. Automatically the case title is inserted in the Submission of field.

  5. Optionally, select a Deadline.
  6. Type a description in the Description field.
  7. Select documents. Click in the Documents field and select one or more documents from the list, for example, a case document and the saved email.
  8. Select one or more actors. Click in the Actor field and select from the list of contacts.

    9. Start typing a name to narrow down the list.

  9. Click Start.

    10. The process is started and is now visible in the Processes overview - see About the Processes Overview.