Introduction to the Workflow tab

Introduction

The workflow tab allows users to view a collated list of pending requests for files, acknowledgement or approval. These items for action are also sent to your email. 

Step-by-step guide

1. To navigate to the Workflow tab, click 'Workflow' at the top of your screen, as shown below. 

     You should see a list of requests pending action similar to the one below: 

2. Clicking on the request name will open the menu to allow you to load a file or approve/decline it.  

4. Repeat the steps for the remaining action items on the list. 

Tips & Tricks

• To refresh the action list, click on 'Workflow' at the top left of your screen.

To learn more about requesting files via email, read this. To learn about email confirmations, click here.