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Completing Workflow Tasks in Mobile FileHold

Documents can be reviewed and approved from Mobile FileHold when under a workflow.

  • The review activity is designed to facilitate the collection of comments and feedback on a file from other document management system users.
  • The approval activity is designed to facilitate the formal collection of signatures / approvals for a single version of a document.

If there are tasks to be completed by the user, a red dot appears on the Review Mobile FileHold - Review Tasks Due icon and/or Approve Mobile FileHold - Approval Tasks Due icon icons. If there are no review or approval tasks to be completed by the user, no red dot appears on the Review Mobile FileHold - No Review Tasks Due icon or Approve Mobile FileHold - Approval No Tasks Due icon icons.

Reviewing Documents in the Mobile Document Management Software

To review documents

  1. From the Home screen, tap My TasksMobile FileHold My Tasks Icon . If there are tasks to be completed, a red dot appears on the Review icon Mobile FileHold - Review Tasks Due icon.
  2. Tap Review Documents Mobile FileHold - Review Tasks Due icon. The list of documents that requires review is displayed.
  3. To reserve the review task, click "R". To undo the reservation, click "C".
  4. Tap Show Documents next to the assigned task. The list of main and supporting documents in the workflow are shown.
  5. To view the metadata and version properties or get a copy of the document, tap the document name. Scroll through the metadata and version properties for all documents associated with the workflow using Previous Mobile FileHold - Previous icon and Next Mobile FileHold - Next icon.
  6. To submit a review for all the listed main documents, tap Review Mobile FileHold - No Review Tasks Due icon at the bottom of the list.
  7. In the Comments area, type any comments for the document.
  8. Tap Browse to attach a feedback document.
  9. To submit the review for the document, tap Review Mobile FileHold - No Review Tasks Due icon. The document is now reviewed and is removed from the My Tasks list.
  • Alternatively, tap Cancel Mobile FileHold Cancel button to return to the My Tasks screen.

Approving Documents in the Mobile Document Management Software

To approve documents

  1. From the Home screen, tap My Tasks Mobile FileHold My Tasks Icon. If there are tasks to be completed, a red dot appears on the Approve icon Mobile FileHold - Approval Tasks Due icon.
  2. Tap Approve Documents Mobile FileHold - Approval Tasks Due icon. The list of documents that requires approval is displayed.
  3. To reserve the approval task, click "R". To undo the reservation, click "C".
  4. Tap Show Documents next to the assigned task. The list of main and supporting documents in the workflow are shown.
  5. To view the metadata and version properties or get a copy of the document, tap the document name. Scroll through the metadata and version properties for all documents associated with the workflow using Previous Mobile FileHold - Previous icon and Next Mobile FileHold - Next icon.
  6. To submit an approval for all the listed main documents, tap Approve Mobile FileHold - Approval No Tasks Due icon at the bottom of the list.
  7. In the Comments area, type any comments for the document.
  8. Tap Browse to attach a feedback document.
  9. To approve the document, tap Approve Mobile FileHold - Approval No Tasks Due icon.
  10. To not approve the document, tap Do Not Approve Mobile FileHold - Do Not Approve Icon.
  11. To postpone the approval (delay the workflow until a later time), tap Approval Postponed Mobile FileHold - Approval Postponed Icon.
  12. In order to submit an approval or rejection, enter your FileHold password and tap OK. The task is completed and is removed from the My Tasks list.
  • Alternatively, tap Cancel Mobile FileHold Cancel button to return to the My Tasks screen.