The workflow toolbar allows for several document actions.
Edit: Allows editing of the document via the assigned document manager such as Word, Excel, etc. Clicking edit will open the document in the native program. Once saved, it will appear in the workflow preview window for the next action required. In some business processes, there is need to change the title of a document as it transverses through workflow. PSIsafe allows you to edit a document’s description by picking a different template or you can type your changes into the description. Click Edit>Edit Document Description.
Approve: Verifies that the document was reviewed and moves the document to the next step of workflow. If the document was manually routed, the “Pick Item” box must contain a selection of where the document will go next. If the document was routed via a rule, the document will automatically flow to the next point defined by the rule.
"Forward" action item to Workflow
Sometimes using the “Approve” selection to advance an item though Workflow is not desired. In these
cases, advancing an item in Workflow with the “Forward” selection is more appropriate.
Click the pull down arrow located next to the Approve selection> click “Forward”
Trace records this action as “Forwarded”.
Reject: Indicates that the document has not received approval. The document automatically flows back
to the user who sent the item.
File to Cabinet: Checks the document back into the file cabinet from which it originated. This is
only allowed for a manual route.
Hold: Flags the document and changes the status to “Hold”. This is used to temporarily let the
user know the document was reviewed but is awaiting further action.
Return to Sender: Sends the document back to the person who sent it. Only functions for a
manually routed item.
Email: Creates an email message with the selected document attached.
Print: Prints the selected item.
Open Folder: Opens the folder of the selected document. All documents associated with the folder are present for viewing.
Edit Folder: Allows editing of the folder index values as required.
Search: Allows searching of workflow items for a specific document(s) based on the specified criteria.
Refresh: Updates the document list in workflow without waiting for the automatic refresh to occur.
Keywords: PSIsafe Workflow Tools, PSIsafe Workflow Document Actions