We recommend that you delete concluded, sent workflows (those you initiated) on a regular basis. There are several good reasons for doing so.
First, there is no advantage to saving the workflows themselves after conclusion. Worldox automatically generates email receipts when workflows succeed, fail or time out. As the workflow initiator, those emails are your receipts. You should save these messages, preferably even profiling them into Worldox.
Next, there are some disadvantages in not deleting concluded workflows:
• Especially if you send many workflows, it is easy to accumulate completed listings. That leads to a certain amount of extra navigation in the My Workflows dialog (which was not designed to accommodate very long lists of workflows.)
• Even more important, all those concluded workflows have to be managed by Worldox. Given enough activity - and enough people at your firm creating workflows - that will ultimate affect performance.
For these reasons, we recommend that you:
Regularly delete completed workflows from the Sent Closed tab in My Workflows.
Save and profile automatic email notifications from Worldox. These are your proof of completed workflows, and of workflow results.