Workflows are often used to move Documents through a certain process, for example Drawings can be sent for Approval. 

This can include generating Assignments to other users, as well as changing Status and Revisions.



The Metadata card for a document will display the name of the Workflow, and the Stage within that it's currently at, in the bottom right:


An example Workflow is shown below, in this case the CDE WIP workflow from BIM Level 2 / ISO19650:




Stage Transitions 

There are 3 ways to move a document to a different Stage within the Workflow.


1) Clicking the name of the Stage will popup a list of available Stage transitions


2) Using the graphical Workflow tab (above) you can click on the boxes to move to a different Stage


3) The left side menu Task Pane area will also show the Stage transitions