You are here

Review documents from a workflow transmittal

When you receive a workflow transmittal the documents you need to review will be attached.

You can open the workflow from this transmittal.

  1. Choose your project in the Project Selector at the top of the page.
Project selector
  1. Click Tasks.
  2. Under View, click My Tasks.
Task My Task Menu
  1. If you need to, click the Documents title bar to expand the list.
Task Documents List Closed
  1. If you need to, click on Unread Transmittals To to expand the list.
Task Unread Transmittals To List Closed
  1. Click the workflow transmittal number to open the transmittal.
  2. Scroll to the Document Attachments list and select the checkbox for each document you want to review.
Selecting the workflow attachments
  1. Click the Actions button and choose View Documents in Register, selecting to see either Transmitted Versions or Latest Versions.
The Actions dropdown
  1. To view a document from here, follow our help for opening a document in a workflow.

Was this article helpful?

Thanks. A ticket has been opened with the Support Central team.