Workflow Item Review

Workflow Item Review User Interface allows you to view the document and perform various actions on it. You can open Workflow Item Review Interface by clicking on the link that is available in the Email Notification. Based on the PaperSave Workflow Design, if the property for Email Notifications is set as True, then whenever an action is performed on the Workflow Item then an Email will be received by the Workflow User to whom that item is assigned. Click here to know more on configuring Email Notifications.

 

Note:

Workflow Item Review Interface only opens when you click on the link available in a Single Email Notification. Clicking on Group Email Notification will open PaperSave Workflow/ PaperSave Web Workflow.

 

For Workflow 1.0, following window opens:

 

To open Workflow Item Review Web Interface, click on on Browser Review link.

 

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

 

For Workflow 2.0, following window opens:

 

To open Workflow Item Review Web Interface, click on on Browser Review link.

 

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

 

Workflow Item Review Web Interface opens as follows.

 

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

 

Understanding Workflow Item Review User Interface:

 

Description of different panels is described as below followed by the image.

 

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

 

1. Ribbon: Toolbar provides various options to perform different tasks.

 

2. Document Display Area: This pane will display the document or the page of the document selected from the Workflow Item Grid. If the selected document is Searchable PDF then you have the ability to select and copy the text using ctrl+c and paste it.

 

3. Conversation Panel: This panel will display the reject and approve action taken on the document by any approver.

 

4. Workflow Item History: This pane displays the history of the selected document.

 

5. Document Profile: This pane displays the combination of Workflow Fields and Profile Fields of the selected Workflow and Document Type respectively. You can edit the Workflow Field and Profile Field values as per the requirement.

 

6. Information Bar: This pane displays the information about the selected document.

 

7. Thumbnail: The thumbnail page displays the page(s) of a selected item. You can rotate and delete the thumbnail page by right-clicking on it accordingly.