Viewing Documents and Performing Workflow Actions

To view the documents pending your actions and perform the actions, use either the Workflow pane or the Workflow History pane. Select the Flow chart tab to view the workflow stage of the document, or choose the History Grid tab to view previous actions that were performed in the workflow.

To view a pending document requiring your action, click on the file name. Based on your user permissions, you can perform different actions, such as Approve, Fail, Edit, Reject and more. For the list and description of all available actions that the user may be requested to perform, see section Workflow Designer. For information on how to execute workflow tasks, see section Performing My Tasks.