Adding Document Using Drag and Drop in PaperSave Workflow

PaperSave provides you the facility to add documents in PaperSave Workflow using Drag and Drop functionality. To add documents in PaperSave Workflow, you need to follow below mentioned steps:

 

1. Click on PaperSave Workflow icon to open PaperSave Workflow window as displayed below.

 

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2. Firstly, you need to select the appropriate filters from the Filter drop down list.

 

For Workflow 1.0 you can select the filter options viz, Workflow Type, Workflow, Queue and Workflow State as displayed in below screen. Then click on OK button.

 

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For Workflow 2.0, you can select the filter options viz, Workflow Type, Workflow and Workflow Step as displayed in below screen. Then click on OK button.

 

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3. After selecting the appropriate filters, you need to drag and drop the files that you want to add to PaperSave.

 

Note:

If the current windows user is set as Out of Office, then that user will not be allowed to drag and drop the Workflow Items in PaperSave Workflow window.

 

For Workflow 1.0:

 

If the selected Workflow Type is 1.0, then system will ask you to select Workflow Queue and Workflow State from the drop-down list as displayed in below screen. After selecting the appropriate option, click on Add to Workflow button.

 

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For Workflow 2.0:

 

There are 2 methods to add workflow item to Workflow as mentioned below:

 

Method 1: Adding items directly to Workflow

 

Method 2: Adding items through a Drop Point

 

Let us see the steps involved in both the methods one by one in detail as mentioned below:

 

Method 1: Adding items directly to Workflow

 

1. Drag & Drop the item in the Workflow grid. Below displayed window will open. You should see 2 options for adding the items. Select Add items directly to the Workflow option and click Next. You can check Remember My Answer checkbox if you want the system to remember this answer and do not want to view prompt for this window again. However, if you wish to view this window again and want to change your submission type, you can do it from Options tab of PaperSave Workflow window by de-selecting Reset Drag & Drop Default Submission button.

 

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2. Then system will ask you to select Workflow and Workflow Step from the drop-down list. If you select Workflow Step from the drop-down list, then a new option named Owner will be displayed. You need to click Choose button to select the Workflow User.

 

Note:

You should see field name 'Owner' only if the Workflow User either has admin rights or is a Workflow Super User.

 

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3. As you will click on Choose button Select Owner window will open as displayed below. You need to double click on a particular user to select the user.

 

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4. Thereafter, click on Add to Workflow button to add the document to workflow and exit the window. To go to previous step click Back. To exit without adding the document, click Close.

 

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Method 2: Adding items through a Drop Point

 

1. Drag & Drop the item in the Workflow grid. Below displayed window will open. You should see 2 options for adding the items. Select Add items through a Drop Point option and click Next. You can check Remember My Answer checkbox if you want the system to remember this answer and do not want to view prompt for this window again. However, if you wish to view this window again and want to change your submission type, you can do it from Options tab of PaperSave Workflow window by de-selecting Reset Drag & Drop Default Submission button.

 

Note:

Please take a note of below given scenarios:

1. Users having Workflow Super User rights or Workflow Admin rights or Workflow Submission rights should see below window while dragging and dropping the item. And they will be allowed to add the items either directly to Workflow or using Drop Point.

2. Users having only Drop Point submission rights should not see below window and system will directly display drop point selection window and add the item using Drop Point.

3. Users not having rights either on workflow nor on drop points will not be allowed to add the items to the workflow and they should see a message that says 'You are not authorized to add items in the Workflow'.

 

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2. Then system will ask you to select the Drop Point from the drop-down list. Select the Drop Point and click Add to Workflow button. To go to previous step click Back. To exit without adding the document, click Close.

 

Note:

You should NOT see the below window if only single Drop Point exists for the Workflow and system will directly add the item to the Workflow without prompting the below window.

 

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4. Once the documents are successfully added, you will be able to view below displayed notification. This is how you can add documents using drag and drop functionality and thereafter you can perform the necessary actions by using different options available under Home, Annotations, Actions & Navigation and Options tab.

 

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