User Guide for PaperSave for Blackbaud's Student Information System > PaperSave Windows Client > PaperSave Workflow

To view Documents follow the steps below:

1. Click on the Home menu and click Filter on the toolbar. Filter option will display different filtering options based on the type of Workflow is selected.

□	If Workflow 1.0 is selected then you will be able to view filters viz., Workflow Type, Workflow, Queue and Workflow State as displayed in the below screen. You can select appropriate filters from the drop down list and click on Go button to view the documents in the bottom panel of the screen.

Note:

•	Users having View rights for the respective Queue will be able to view the Workflow State in the drop-down list, no matter whether the user is set as Approver or the user is a Workflow Administrator or the user is a Workflow Super User.

•	When there is no Queue selected from the Queue drop-down list then it will display all the states for all the users.

select workflow

□	If Workflow 2.0 is selected then you will be able to view filters viz., Workflow Type, Workflow and Workflow State as displayed in the below screen. You can select appropriate filters from the drop down list and click on Go button to view the documents in the bottom panel of the screen.

Note:

For Workflow 2.0, to view the list of Workflows in the Workflow drop-down list, the user must satisfy either of the below mentioned criteria:

•	User has rights to view the Workflow

•	User is the Current Owner of the Workflow Items

•	User is the Workflow Administrator

•	User is the Workflow Super User

However, if the Workflow User is a current owner of the step and if Workflow Item exist for that step then under that condition that Workflow User will be able to view that particular Workflow and Workflow Step in the Filter drop-down list. But in case if no Workflow Item exist for the current owner of the step then that Workflow User will not be able to view the Workflow and Workflow Step in the Filter drop-down list.

Select Workflow-WF2

2. The documents based on the selected filters will appear in the bottom grid as displayed below:

For Workflow 1.0: All the Workflow Items should be visible in the grid. You should see below screen.

Click on image to magnify/shrink

For Workflow 2.0: All the Workflow Items should be visible in the grid except the ones whose Current Owner is not set. However, you should also see the items whose current owner is not set if those items are loaded in Workflow Entry Viewer window at that time because temporary current owner has been set for those workflow items. You should see below screen.

Click on image to magnify/shrink

3. Select a record on the grid and it will appear in the Document Display area.