Document Flow

Overview:

This page provides a graphical overview of the various steps a document has gone through up to this point.

How to Access:

Option 1:

1. Navigate to the actions column on the dashboard and click the three dots next to the document for which you want to view the document flow.

   
2. Select Document Flow.

   

Option 2:

1. Open the document you want to view the document flow for.

2. Click the three dots on the right side of the Field Validation.

   
3. Select Document Flow.

   

Description:

On the left side of the screen, you will see the individual steps of the document flow, listed from left to right.

• Steps that initiate the document flow process (such as import or restart) will appear in green.

• To navigate through the steps, simply drag and drop them on the screen.

• When you click on a step, the name of the module and information about whether the step was successful or not will appear on the right side of the screen.