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High Compliance Environment Help Center

Workflows

Workflows make it easy to set up, track, and complete document reviews on your project.

Workflow Basics
Publish markups with other reviewers in the same step
A quick guide to the Online Viewer
Compare files during a review
Search for documents in a workflow
The Workflows search page
Review documents assigned to you in a workflow
Review documents from a workflow transmittal
Upload documents marked up offline into a workflow
Online Viewer
Online Viewer guidelines, supported file types and fonts
Supported Markup tools in the Online Viewer
Mark up changes to a document in a workflow step using the Online Viewer
Review more than one document at the same time
Stamping documents in the Online Viewer
Dynamic Stamps
Consolidating markups from parallel reviews
Collaborating by importing markups during a parallel review
Download with Markup Summary
Manage Workflows
Start a workflow
View the progress of your workflow
Skip a step in a workflow
Start a subworkflow from a workflow assigned to you
Reassign a document in a workflow step to someone else
Terminate a document in a workflow
View the details of a subworkflow created in your workflow
Creating Reports for your Workflows
Delegating a document in a workflow step to someone else for review
Workflow Templates
Create a new Workflow Template
Add steps to a draft workflow template
Edit workflow steps
Activate a workflow template
Copy a Workflow Template
Copy a Workflow Template to another project