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Adding Documents Using Drag and Drop in Workflow Entry Viewer

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

 

1. Open Host Application and launch run time. Open run time window and select Workflow Entry Viewer option.

 

1. WEV-1

 

2. Workflow Entry Viewer window will open as displayed below. Now select the Workflow/Queue as below:

 

For Workflow 1.0: Expand Workflow Queue drop-down, select the appropriate Transaction Type, Document Type, and Queue for which you want to add the document using drag & drop.

 

For Workflow 2.0: Expand Workflow drop-down, select the appropriate Transaction Type, Document Type, and Workflow for which you want to add the document using drag & drop.

 

2. wev-2.zoom65
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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.

 

For Workflow 1.0:

 

Now 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.

 

2. WEV-1

 

For Workflow 2.0:

 

There are 2 scenarios 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 Workflow Entry Viewer window by de-selecting Reset Drag & Drop Default Submission button.

 

2. WE-3

 

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.
Please take a note that Workflow Step drop-down list will NOT be visible if the Workflow Design has only one step as Canbeassociated True.

 

2. WEV-4

 

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.

 

2. WEV-6

 

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 Workflow Entry Viewer 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'.

 

2. WEV-7

 

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.

 

2. WEV-8

 

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 & Navigations and Options tab.

 

2. WEV-9