I am trying to create a Workflow process for our existing process but we need to run the Approvals on the PDF documents and not on any Word/Excel or PowerPoint.
When i try to add an PDF document and initiate Workflow i dont get the Task band on the top like in Word/Excel?
I dont have access to SharePoint Designer 2013 as well for my site.
Any help in regards to this?
Thanks,
Minaxi
You need access to SharePoint Designer. You can absolutely put an approval workflow on a pdf file. You can even put in a check to make sure users are uploading the docs in pdf format.
No, you don’t need to select the document type. Approvals can work on any document type. However, if you want the workflow to only work on pdfs, you could add a step at the beginning that only does the approval process if the document is a .pdf file. If you’re making a workflow, you’re going to need SharePoint Designer.
Hi Nick. Thanks for your reply. Please could you brief on how i could use Designer for PDF documents? Do i get to select document type while designing workflows through designer? Also,could i get this working without the designer as i am struggling to get access,so the best way for me would be to crack this without the use of Designer? Any suggestions would be greatly appreciated. Thanks,