How do I see Status of the workflows?

Step 1: Click on “Workflows” menu

Step 2: Click on “Active workflows” option from “Workflows” menu

Step 3: Here we can view status of any active workflow

• If any action is pending on your side then a blue colored button shows up as “Validate” or “Edit”.
• Click on “View Details” to view complete details about the workflows, on who has signed / approved and where the document is pending. 

Step 4: Here we can view complete details of the workflows like who needs to sign or Review the document, along with which variables he/she has access to edit in the document. The user can also be able to download generated document.

Step 5: Tracking of a document

The user can track a document by clicking on the “Tracking info” button. A new screen opens which shows details of the various steps completed in the workflow. 

A] The user can click on “Download document with tracking info” button and the document along with a tracking certificate is downloaded, which the user can store for the purposes of record. The tracking certificate contains information about the signatory / approver, their IP address, the time of signing / approval, etc.

B] Track difference – This feature allows users to track differences between documents in two steps of a workflow to see what has been modified in the document. The user need to select two steps and compare them with each other for differences.

Then you can see the differences/comparison between the two steps

C] Audit Trail – you can see the details of the each variable executed with time stamp and IP address of all Users associated with document.

You can see the details of the each variable executed with time stamp