Navigation:  User Guide for PaperSave for Blackbaud's Student Information System > PaperSave Web Client > PaperSave Web Workflow

The PaperSave Web Workflow is a utility you can use to view the documents in the workflow queues of a specific workflow. This utility allows you to perform various actions on the documents, like approving, rejecting, reproducing the documents, and much more.

 

PaperSave gives you the ability to drop an item directly into the gird area. You can drop single or multiple files into workflow interfaces so that it will add according to the workflow item filter settings. If the workflow item and state are selected then it will add a workflow item without asking as per queue and state and if queue and state are not available then it will ask for queue and states. You should submit workflow item rights to perform this operation.

 

You can get directed to PaperSave Web Workflow window by clicking PaperSave PaperSave Web Workflow application available on PaperSave Start.aspx page as displayed in below window.

 

 

You should see the following PaperSave Web Workflow screen.

 

 

Understanding PaperSave Web Workflow Form

 

The PaperSave Web Workflow is a PaperSave utility that is used to view the documents in a specific queue, add annotations to the documents, approve or reject a document, and much more. There are various options provided to view the documents, navigate through the document, and even add pages to the current document.

 

 

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

2. Document Profile Pane: This pane displays the profile fields of the current Document Type. You can edit the Profile Field values as per the requirement.

3. Workflow Review History Pane: This pane displays the history of the selected document. If the Workflow Item does not associate during Auto Entry by any means, it will show an Errored History in a Red color.

4. 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.

 

 

5. Conversation Panel: This panel displays the review comments provided by the approvers while approving or rejecting the item.

6. Workflow Item Grid: All the documents are displayed here according to the selection made in the Filter option.

7. Paging Grid: Paging grid allows you to view the list of records in the Document Grid as per your selection. You can select the Page Size ranging from 50 to 200 or else you can view all records at once by selecting ALL from the drop-down list. You are allowed to navigate to First, Previous, Next and or Last Page based on the available no. of records by clicking on the respective icons. Right side of the Paging Strip shows you the no. of selected record out of total no. of records available in the Record Grid.

 

 

8. Thumbnail Page: 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.

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

 

 

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