Access Workflow Review
Learn how to access the Workflow Review section in QuoteCloud. Workflow Review provides a centralized location for viewing documents that require review, approval, or workflow-related actions.
Steps to access Workflow Review
Open the Dashboard
Navigate to the Dashboard where the document navigation menu is displayed on the left side of the screen.Locate the Workflow Review option
In the left-hand navigation panel, find the Workflow Review option located beneath Your Documents.Select Workflow Review
Click Workflow Review to open the workflow review section and display available workflow review documents.Review workflow items
Browse the list of workflow review documents and identify any records that require approval, review, or action.Remove filters if necessary
If no workflow review documents appear, remove any active filters and click Show All Workflow Review Documents to display all available workflow items.
FAQs
What is Workflow Review in QuoteCloud?
Workflow Review is a dedicated area where users can view and manage documents that require review, approval, or workflow-related actions.
How do I access Workflow Review?
Open the Dashboard and click Workflow Review from the left-hand navigation menu.
Where can I find the Workflow Review option?
The Workflow Review option is located in the document navigation panel beneath Your Documents.
What documents appear in Workflow Review?
Documents that are part of an approval process or require workflow actions may appear in the Workflow Review section.
Why can't I see any workflow review documents?
You may have active filters applied, or there may currently be no documents assigned for workflow review.
How do I display all workflow review documents?
Remove any active filters and click Show All Workflow Review Documents if the option is available.
Can I review document details from Workflow Review?
Yes. Workflow Review provides access to documents requiring action so you can review relevant information.