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Workflow

 

Search for workflows:

  1. Select the Workflow icon.
  2. Select a workflow from the list of Workflow Processes.
  3. Click into the Search window.
  4. Select one of the field parameters.
  5. Select an operator.
  6. Type or select a search parameter.
  7. Select Add to add the constraint.
  8. Select Search.

Notes:

  • Constraints outlined with a dashed border have not run
  • To edit, select the constraint.
  • You can create multiple constraints to search.

Once you open the Worklfows section of Experience, you can use the following toolbar to start working with your files.

Notes:

  • Settings and options will vary depending on your access.
  • This toolbar is only visible after selecting a file(s) from your search using one of the methods.

  1. Download document
  2. Export to PDF
  3. Print document
  4. Email document
  5. Version control (note: This option will be greyed out in most cases)
  6. Remove from Workflow
  7. Apply Workflow hold
  8. Route Back
  9. Route Forward

View/open a document:

  1. Search for document criteria.
  2. Select the document you want to open from the displayed list.

Navigate:

  1. Previous page.
  2. Current page (optionally type a specific page number in this box)
  3. Total number of pages.
  4. Next page.

Document Views & Panels:

  1. Show/Hide page thumbnails
  2. Show/Hide Related Documents.
  3. Show/Hide Related Tasks.
  4. Show/Hide Forms.
  5. Show/Hide Properties.

Page Options:

  1. Back to Documents list
  2. Save document
  3. Create a task
  4. Annotate page (will only show for tiff files)
  5. Add a page
  6. Donwload document
  7. Export to PDF
  8. Print
  9. Send in email
  10. Remove from Workflow
  11. Apply workflow hold
  12. Route back
  13. Route forward

Add annotations:

  1. Select the annotation icon.
  2. Select Create Annotations (tiff files only).
  3. Click on the page where you want to place the annotation.
  4. Choose an annotation type.
  5. Choose an annotation template.

Add a page:

  1. Search for document criteria.
  2. Select the document you want to open from the list.
  3. Select Add Page.
  4. Choose the new page’s location.
  5. Choose the capture source.
  6. Select Done.
  7. Browse to and select a file (if applicable).
  8. Select Done.
  9. Select Save.

Delete a page:

  1. Select a page from the Page Thumbnails pane.
  2. Select Delete.

Notes:

  • Once a page is deleted, it cannot be restored.
  • You need access to delete pages.

Send in email:

  1. Select the page or document.
  2. Select Send email.
  3. Enter the recipient's email address.

Notes:

  • This can be done at the page or document level.
  • When selecting an item from the document list, select the check box that appears next to the item name to view the toolbar.

Route a workflow queue item:

  1. Open the workflow queue item.
  2. Complete one of the following actions:

 

  • Route Forward  sends the document or folder to the next queue in the workflow process.
    • If more than one queue is available, select the route icon  next to Route Forward and choose the desired option.
  • Route Back  sends the document or folder back to the previous queue
    • To send back to any queue, select the route icon next to Route Back then choose the desired option.
  • To send to any queue in the workflow process, select the route icon next to Route Forward and then select Route Anywhere. Choose the desired workflow queue.

Place workflow queue item on hold:

  1. Open the workflow queue.
  2. Select the Hold icon.
  3. Enter or select a date.
  4. Select a reason for placing the queue item on hold (optional).
  5. Enter the reason you're applying a hold (optional).
  6. Select OK.


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