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

Workflow Item Review is a utility that allows you to view the documents and perform various actions on them. This window will be displayed by clicking on the link provided in the email notification received when an action is taken on the document.

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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. You are allowed to copy the Workflow Item History by selecting the text from the respective panel and copy it to the clipboard. You can copy the text either using CTRL+C or do right click and select Copy option from the context menu.

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.