Completing a Workflow
Once a user completes a workflow task, the document in the workflow is automatically sent on to the next person(s) in the sequence order. Once you have completed your task in a workflow, it is critical that you mark the task as completed so the workflow can move on.
A user can complete a workflow task from 3 difference screens in PinPoint:
Using the File/Review screen
- When you open the document, you can complete your task by clicking the check-mark, located at the bottom left of the File/Review screen under the Document Settings.
Using the Dashboard screen
- When you are on your Dashboard, simply click the yellow/red icon to complete your workflow task.
Using the My Workflow screen
- When you are using the My Workflow screen, you can either complete one workflow task at a time, or complete multiple workflow tasks at once.
- To complete multiple at once, select the workflow tasks you’d like to complete, then select the top FX icon, then click the icon to the left of Complete Workflow.
- If you want to complete one task at a time, simply use the FX icon or the yellow/red icon in the same column as the workflow task you would like to complete.
- When you are using the My Workflow screen, you can either complete one workflow task at a time, or complete multiple workflow tasks at once.
