Thereforeâ„¢ Help

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

Previous Item

Go to the previous workflow task in the hit-list.

 

Next Item

Go to the next workflow task in the hit-list.

 

Process/Finish Task

Process the current workflow task by selecting a processing option.

 

Index Data

Edit the document's index data.

 

Delegate

Delegate workflow instance to another user (requires 'Delegate instance' permission).

 

Delete

Users with necessary rights can delete an instance.

 

Add File

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

 

Clear Errors

Clear all workflow errors for the selected instances.

 

 

Claim

Claim a workflow instance.

 

Unclaim

Unclaim a workflow instance and return to the previous owner.

 

History

View the workflow history.

 

Reroute

Reroute the workflow instance (requires 'Operator' permission).