Starting processes

In Microsoft Outlook you can start a process based on incoming emails or you can start it from a draft or an open case in the Cases & Documents folder. In WorkZone Client you start a process on a case or on a document.

Before you can start a process in Outlook, you need to select an email or a case. An email must be saved on an existing case, or you can create a new case. You can insert a process deadline based on the deadline configuration.

See also Cancel a process.