Use the document overview list

When you tap a sub-category in the Worklist, the document overview list is displayed, showing all the documents in that sub-category.

For each document, the status of the related workflow is displayed.



  • - The workflow is overdue; the document has exceeded its due date.

  • - The workflow has been initiated.

  • - The workflow has been initiated; you have received the document as a substitute for another user.

When using the document overview list, you have several options.

  • The content of the document overview list is not automatically updated. To get the latest updates and refresh the list, swipe down.
  • To approve, reject, or view the details of a document, tap the corresponding document.

    The document detail view is displayed.

  • To go back to the Worklist, on the title bar, tap the button.
  • To search for a specific document, on the title bar, tap the button.
  • To select the field according to which the documents in the list are sorted, on the title bar, tap the button.
  • To change the document sorting order from ascending to descending, and vice versa, on the title bar, tap the button.