Workflow toolbar
The workflow toolbar offers a range of options to handle the workflow process. This toolbar is the primary method of quickly moving documents through the workflow, and making changes to documents.
| Title | Function |
|---|---|
| Approve | Verifies that the document was reviewed and moves the document to the next step of workflow. If the document was routed manually, the Pick Item function enables the user to select where the content goes next. If the document was routed using a rule, the document automatically continues in the workflow to the next point defined by the rule. |
| Approve and File | Approves the document and files to a location in PSIsafe Desktop. |
| Approve, File, and Lock | Approves the document and files to a location in PSIsafe Desktop, additionally placing the document in a "Locked" state, the highest level of security for any PSIsafe Desktop content. |
| Forward | Occasionally, using the Approve button to route is not necessary, as a document may need further review, or the item may not be approved by the user. In these cases, advance an item in workflow with the Forward option. |
| Reject | Indicates that the document has not received approval. The document automatically flows back to the user who sent the item. |
| Edit | Enables editing of the document with the assigned document manager, such as Adobe, Word, Excel, and so on. After you click Edit, the document opens in the native program. After you save the document, it appears in the workflow preview window for the next action required. |
| Edit Document | Performs the same function as the Edit option. |
| Edit Document Data | This option opens the Document Data edit window that enables you to change content manager, template, title, security class, retention, as well as add, edit, or remove document records (document-level indexes). Additionally, you can manage the keywords. |
| File to Cabinet | Checks the document back into the file cabinet from which it originated. This is only possible 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 user who sent it. Only functions for a manually routed item. |
| Tools > Check Out | Manually checks out a PSIsafe Desktop document to ensure that no other PSIsafe Desktop users can interact with the document until you have finished checking it back in. |
| Creates an email message with the selected document attached. | |
| 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 | Enables you to edit the folder index values as required. |
| Search | Enables you to search workflow items for specific documents based on the specified criteria. |
| Refresh | Updates the document list in workflow without waiting for the automatic refresh to occur. |