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Workflows IV: Include someone outside your company

Test yourself

Complete the following test so you can be sure you understand the material. Your answers are private, and test results are not scored.


What needs to happen first, before you involve an outside person into a workflow?

Your server administrator needs to configure the server.

You need to require check out for the library.

You need to e-mail a copy of the file to the outside person first.

You need to make sure that the person has access to the SharePoint site.

What does an outside person’s task look like when you involve them in a workflow?

It looks just like a task you would get as if you were inside the company.

It will have an attachment.

It looks similar to a task that someone inside the company would receive. However, the From line will read “SharePoint System.”

It will have just an attachment. But it will not contain a subject line or a message.

If an outside person is included in a workflow, which of the following is true?

Just the outside person will receive an e-mail message.

The outside person will receive an e-mail message, and so will the person listed in the Proxy box.

The outside person will receive an e-mail message, and so will the initiator of the workflow.

Only the initiator of the workflow will receive an e-mail message.

Here’s a question from one of the animations in this course: How does a liaison approve a file on someone else’s behalf?

They open the file, click Edit this task, and then click Approve.

They open the message sent from the outside person, and then click the Edit this task button in that message.

They open the message that the SharePoint site sent to them, and then click the Edit this task button in that message.

They send an e-mail to the Workflow Status page stating that the file is approved.

An outside person is involved in the Collect Feedback workflow. They send you changes to a Word document. How do you integrate their changes into the library copy?

Open the message that the SharePoint site sent to you, and then click the Edit this task button in that message. Then click Submit Feedback.

Click Compare, and then click Combine.

Open the message that the SharePoint site sent to you, and then reply. In your reply, attach the outsider’s file.

Save their file to the library, and then choose Replace existing file.

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