Track and manage your workflows

See the progress of documents at each step in a workflow.

Tip!

The number of documents currently included in a workflow step is displayed next to the name of that step.

Choose your project from the Project Selector at the top of the page.

Click Workflows.
Under Search, click Workflows.

Enter your search criteria.
Click the Search button.

Tip!

Select the Workflows menu, and choose 'initiated by me' to view all workflows that you've started.

Click on the name of the workflow you want to see.

Tip!

Workflow numbering is sequential across the project, not within each organization.
Workflow numbering may not be sequential within your own organization, as the sequence number is incremented across the entire project.

For example, if you start a workflow for the first time on a project, it is assigned the number WF-000001. If another user on the project in another organization starts a workflow, it is assigned the number WF-000002. If you start another, it will be assigned WF-000003.

You can only see workflows that your organization is involved with.

Click the name of the workflow step to view the documents that are currently included in that step. The number of documents included in the step is shown after the step's name.

Only the documents that are currently included in that step are listed. You can see which documents are overdue and by who.

Initiator tools

If you started the workflow, you can use the initiator tools to manage it.

Reassign a document to a different participant. Note: this will remove any markups created in the current step.
Skip a review step to move it to the next reviewer.
Terminate the document altogether to remove it from the review process.
Markup options let you choose to allow reviewers to upload replacement files they've marked up offline, or online markups created using the online viewer.