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 > Submission (Basis).
    Note: If the email has been saved on multiple cases, then a list of these cases is displayed. Select a case.
  3. In theStart Submission dialog, the case title is automatically inserted in the Title field.

  4. Select a Deadline. If the Deadline field is already filled in with a deadline, it is because your organization has predefined a default deadline for the process. You can change deadline.

    • When you start the process the first time, the deadline is set to midnight 00:00.

    • If you clickDelete in the Deadline field, the process will have no deadline.

  5. Type a description in the Description field.
  6. 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.
  7. Select one or more actors. Click in the Actor field and select from the list of contacts. Start typing a name to narrow down the list.
  8. Click Start.

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