Complete an Approval Task and Review Its PDF
Open the assigned task
- Go to Applications → Workflow → My Tasks.
- Open the task that requires your action.
- In the workflow detail page, select Open task action.
This opens Workflow Task Manager. It is the page for performing the assigned task, not merely monitoring the workflow.
Review before acting
Use the task details to confirm the workflow name, Instance ID, current status, and related documents. Select a document to open the PDF viewer when a PDF is attached.
In the PDF viewer, read the document before you decide. Depending on the task configuration, Open PDF Viewer with Signature Tools can open /pdf-viewer-simple?... with annotation and visual-signature controls. The task page can also show Previous Comments and Workflow Data. Comments provide context; they do not replace an approval action.
Submit an approval action
- Review the task instructions and documents.
- Open Approval Actions.
- Choose one of the actions configured for this task. Labels are workflow-specific, so they may not be limited to Approve and Reject.
- Complete any required comment or document-upload field. The page marks required fields and prevents submission until they are complete.
- Review the confirmation and submit the action.
After submission, the workflow advances according to its configured process. You cannot use another user's task page to act on their behalf.
Understand previous comments
Previous Comments lists messages exchanged between task levels. Read the author, time, and message before acting. If information is missing, use the approved communication process for your organization rather than adding an unrelated status update.
Review or mark up a PDF
Select Open PDF Viewer with Signature Tools when it is shown. The viewer can provide text and freehand drawing annotations and a visual signature that you position on the PDF. A task can also allow Upload New Version when the document must be replaced.
Saving or submitting from a workflow task can create a new document version so the original remains in version history. These are visible review marks; do not describe them as a cryptographic or certificate-based digital signature unless your organization has separately configured and verified that capability.
For the complete viewer controls, see Use the PDF Viewer, Drawing, and Signature Tools.
Troubleshooting
Open task action is missing. The task may be completed, assigned to another account, or not yet active. Check My Tasks and the workflow's Process Status.
The PDF does not open. Return to the task, refresh, and try the document again. If it still fails, record the Instance ID and file name for support.