Home Tab - Workflow Item Review

The Home tab has five groups: Review Actions, Annotations, Operation, Document Reproduction, Action and Help.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

Review Actions Group:

 

1. Approve: This option is used for approving a document. You can also add a comment by clicking Prompt for Comment button so that an Add Comment to the Approve Event dialog box will be displayed, when a document is approved and then click Submit to approve the document. You can even select the Don't show again option, so that this dialog box will not be displayed in the future while approving a document. When a document is approved, the "Workflow State" of that document is changed to the next state as per the design of the Workflow. For example, if the workflow is designed using the "DataEntryWithTwoLevelConditionalApproval" template, then the document needs to be approved twice before going to the "Entered" state.

 

2. Reject: This option is used for rejecting a document. You can also add a comment by clicking Prompt for Comment button so the Reject Event dialog box will be displayed, when a document is rejected. Here you can add a comment and click Submit to reject the document. You can even select the Don't show again option, so that this dialog box will not be displayed in the future while rejecting a document. When a document is rejected, the "Workflow State" of that document is changed to "Rejected."

 

Note:

The availability of this options depends on the design of the Workflow.

 

Operation Group:

 

1. Find: This option is used to search a Keyword in a searchable PDF document. Clicking on Find button will open the Find text-box as displayed below. You can enter the desired keyword that you want to search in the document and hit Enter key. Search result will be highlighted in the document. To navigate to next search result, again hit Enter key or else use "Next" & "Previous" arrow icons available within the Find text-box. You can hit Escape key or click on Cross icon to close the Find Text-box.

 

Note:

· You will only be able to view Find button in the ribbon for .pdf file types.
· Find functionality will only work only for searchable PDF files.
· Instead of clicking on Find button, you can also use Key Board shortcut "CTRL+F" to open the Find text-box and search the desired keyword in the document.

 

Find Textbox

 

2. Zoom In: This option will magnify the selected document for better readability.

 

3. Zoom Out: This option will shrink the display size of the selected document.

 

4. Rotate Left: This option will rotate the document to the left by 90 degrees.

 

5. Rotate Right: This option will rotate the document to the right by 90 degrees.

 

6. Mirror: This option will create a mirror image of the document being displayed.

 

7. Dynamic Zoom: This option will zoom in/out just by left-clicking the mouse and moving the mouse upward/downward to perform the zoom in/out action on the selected area of the document respectively.

 

8. Marquee Zoom: This option will highlight a certain area of the document being displayed and that highlighted area will be zoomed in for better readability.

 

9. Actual Size: This option will display the document in its actual display size.

 

10. Fit Visible: This option will adjust the display of the selected document to fit the screen size.

 

11. Fit Width: This option will adjust the display of the selected document to fit the width of the screen size.

 

12. Fit Height: This option will adjust the display of the selected document to fit the height of the screen size.

 

13. Custom Zoom: This option will zoom in/out of the selected document by selecting the appropriate zoom level from the drop-down list.

 

Note:

The "Document Operations" group appears only when the current open document is a PDF or Image type i.e TIFF or JPG or BMP or GIF.

 

Document Reproduction Group:

 

1. Print: This option will print the document by selecting the check box or selecting the items from the grids.

 

2. Save: This option will save the current document on the local machine.

 

3. Email: This option is used to send the current document displayed on the screen through an email as an attachment.

 

4. Delete: This option is used to delete the current document displayed on the screen.

 

Action Group:

 

Save Changes: This option will save the changes made to the current document.

 

Templates Group:

 

1. Add Current Profile as Template: This option is used to add the Document Type profile fields along with its values as a template. You can create a number of templates. There are two types of templates:

 

· Global Template is a template visible to all users and
· Local Template is visible for those who create the template.

 

2. Apply Template: This option is used to apply Global/Local Templates that are created for that Document profile. When you click on the Apply Template button, a list of the templates created will appear and you can choose from it as per your requirement. If you create more than five templates of the Global Template and Local Template, the More option will appear. When you click More the Global Template and Local Template lists will appear as shown in the below displayed screen.

 

Note:

When you apply template using Apply Template button, values for ONLY those Profile Fields will be populated in the respective field area, whose field visibility property is set as TRUE. However, if the hidden fields are marked as visible using Show Hidden Fields button, in that case values for such fields will also be populated (if exists in the applied template).

 

Tamplate list

 

The Global Template list will be shown in grey color.

 

Note:

1. You are allowed to Print, Save, Email, and Delete multiple documents by selecting the appropriate documents from the grid and clicking on the respective options.

2. The "Operations" group appears only when the current open document is of PDF or Image type i.e TIFF, JPG, BMP, etc.