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.

 

Case Header

Displays the case header information.

 

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 it to the current workflow instance.

 

Claim

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

 

Unclaim

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

 

View History

View a graphical representation of the workflow history.

 

Reroute

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