Thereforeâ„¢ Help

The Workflow tab only appears when viewing a document associated with a workflow.

Previous Item

Switches to the previous workflow task in the user's inbox.

 

Next Item

Switches to the next workflow task in the user's inbox.

 

Process/Finish Task

Displays a drop-down list of options for continuing the workflow process.

 

Index Data

In the documents area all linked documents are listed. Clicking Index Data displays the index data for the selected document.

 

Delegate

If allowed a user can delegate task to another user.

 

Delete

Users with necessary rights can delete an instance.

 

Add File

Save a new file to Thereforeâ„¢ and link to the current workflow instance.

 

Claim

This option is only available when a user opens an instance without claiming it.

 

Clear Errors

Clear all workflow errors for the selected instances.

 

 

Unclaim

A user can unclaim an instance claimed from a group. The instance will then return to the group.

 

History

View a graphical representation of the workflow history.

 

Reroute

Users assigned the Operator security permission are authorized to redirect active workfow instances.