Standalone Workflow item viewer

Standalone Workflow item viewer interface enables you to view the Workflow item in an independent window. Based on the PaperSave Workflow Design, if the Email Notifications are configured for the Workflow user, then whenever an action is performed on the Workflow Item, an Email will be received by the Workflow User(to whom that item is assigned) with a hyperlink to access the Workflow item.

 

Tip: Click here to learn more about email notification style.

 

Standalone Workflow item viewer has different sections as shown in the below screen: 

 

 

Below is the brief description of various sections in Standalone Workflow item viewer as follows:

1) Top level Toolbar

Workflow user can access perform following operations on the Workflow item from the Navigation Bar

• Print the current Workflow item.
• Share the current Workflow item via Email.
• Download the current Workflow item.
• Edit the form for the document if it exists.
• Add pages from the scanner to the current TIFF or PDF file.
• Add pages from a file to the current TIFF or PDF file.
• You can open the current document in native viewer.
• Use the version control feature to control the specific changes made in different versions of the document.
• Audit log
• Download the Workflow Item History of the selected Workflow item.

• Set the Workflow related preferences from the Settings.

 

2) Thumbnail panel

The Thumbnail panel in the embedded Workflow item viewer displays thumbnails for all the pages in the current document. Hovering on the thumbnail icon shows mini display of the page below the thumbnail icon. Using the thumbnails, the Workflow users can smoothly traverse between the different pages in the current document. You can also change the order of the pages in the submitted/unsubmitted Workflow items directly from the thumbnails in the Workflow item viewer.

 

3) Annotation Bar

Annotation bar in the Standalone Workflow item viewer enables the user to add annotation symbols, drawings on the current document. User can use annotation symbol such as Text, Note, Pen, Ellipse, Line, Arrow, Polygon, Rectangle, Highlighter etc. Click here to know more about using annotations on the document.

 

4) Document Display

This panel displays the selected page in the current document where user can add annotations.

 

Note: For Microsoft Office documents, when you want to edit a document in the Workflow item viewer or standalone document viewer, it opens in a full-page dialog using the MS Office viewer. After closing, the changes are automatically saved, and the document switches to 'Viewing' mode in PaperSave's Workflow or document viewer, reflecting the updates.

 

5) Document Profile field panel

This panel comprises various Workflow item profile fields where user can edit the profile fields value and save the changes. Click here to know more about the Document Profile fields panel.

 

6) Workflow Item Tracking Panel

This panel comprises the Workflow Conversation and Workflow item history where Workflow Conversation captures the comments entered on executing the Workflow events such as Approve or Reject, and Workflow item History captures the Workflow item information such as previous owner, current owner, changed by, changed on date etc Click here to know more about Workflow item Tracking panel.

 

7) Status Bar

The status bar at the bottom of the Standalone Workflow item viewer enables the user to adjust display related settings such as fit width, fit to size, single page display, horizontal display etc. Click here to know more about Status bar in the Standalone Workflow item viewer.