Viewing documents in PaperSave Workflow

All the Workflow items that are submitted will be added to the selected Workflow. You can click on a document to open in a document viewer. You can perform various operations on the document in the item viewer, such as adding annotations or redactions, editing field values, print, download, and share a copy.

PaperSave enables the user to access the Workflow document by two ways as follows:

1) Embedded Workflow item viewer from within the Workflow Area

You can open an item in the Workflow item list by double-clicking on the desired row

 

2) Standalone Workflow item viewer

You can also access the Workflow items in Standalone Workflow item viewer in an independent window. Upon receiving an email notification for one or more Workflow items, you can click on the link to access the items in the Standalone Workflow item viewer. Email notifications make it quick and easy for users that are not working in PaperSave to raise events (approve, reject, etc.) for their workflow items.