While a document is being edited, the Edit symbol is displayed beside the document's Status.

If the document is being edited, please ask your user to close the document before continuing with these steps.

NOTE: Pausing a workflow while the document is being edited can lead to serious issues for that document.

Double-click on the document to open the Workflow Editor.

Some options and menus are not available until the workflow has been paused.

Click the Pause Workflow button to pause the workflow.

Changes can now be made to the paused workflow.

Option menus will be available beside users, actions, etc. in the workflow.

NOTE: The menu icon may not appear until you move your cursor over the item in the workflow.

1. Click Actions in the Document menu as shown, or double-click in any Drop actions here field in the workflow.
2. The Workflow Actions dialog will open.
3. Drag-and-drop the action you require into the appropriate field.

If you need to change or correct an existing action, you can do that, too.

1. Double-click the action to open its Action Editor dialog.
2. Make your changes (e.g. correct a typo in an email notification).
3. Click Save.

While users can be added to a running workflow (via the Delegate option), you will need to pause the workflow to delete users.

1. Choose the Delete User option from the user's option menu.
2. Confirm the user's deletion in the Are you sure? dialog.

When you have made your changes, click the Play button to resume the workflow.

The workflow has now resumed from where it was paused, and option menus for users and actions are no longer available.

NOTE: No changes to the status of content elements within the document will have changed. These changes were only made to the workflow, not the document content.