View Workflow

 
This page describes how to view the workflow of a transmittal.
There are two (2) methods to view the workflow of a transmittal:
  • From your To Do List. Refer to To Do List.
  • From the Action Menu of a transmittal.
  •  From an object like a document, TQ, or Redline.
 
The following video is illustrative of the To Do List and Viewing a Workflow.
 
 
  • Select Actions icon to open the Action Menu.
  • Select View Workflow to show the workflow.
  • Select Expand Parallel Steps to list parallel recipients if needed.
  • Select Expose Process Steps to expand the branches if needed.