Reviewing and Processing a Workflow Document Task

Open the task

1. Open Workflow → My Tasks or follow Open task action from the workflow detail.
2. Select the assigned task.
3. If the task has an associated PDF, open it in the workflow PDF viewer.

The task screen is configured by the workflow. Labels such as Approve, Reject, Hold, or Manager Approval are examples; the actual Task Actions may be different.

Review Task Details

Check the information available under Task Details, including the workflow, step, assignment, creation time, due information, and task status when supplied.

Review the main document

• Read the PDF and use page and zoom controls.
• Check the displayed version and current-version information.
• Use Upload New Version only when the task allows replacement.
• Add annotations when the embedded PDF viewer exposes annotation tools.

Required Documents

If Required Documents appears:

1. Select a file for every required field.
2. Add a field comment when requested.
3. Confirm that no required upload is missing before selecting a task action.

Workflow Data

Use Workflow Data to review the values collected by the process. Search within the section when the workflow contains many fields. Treat these values as supporting context and verify the main document before making a decision.

Previous Comments

Previous Comments displays conversation entries made available from earlier task activity. Read them before acting, especially when the task has moved between review levels.

Submit a Task Action

1. Select the intended action under Task Actions.
2. Enter a comment if that action requires one.
3. Confirm required uploads and field comments.
4. Submit the action once.
5. Wait for the success or error result before leaving the page.

When annotations are saved with the action, the task can create a new document version. The action also advances the workflow according to its configured route.

Completed tasks

After completion, the action controls may become read-only or the task may leave My Tasks. Review the workflow detail or its Process Status to confirm the resulting workflow state.