When you click any tab in iWorkflows—such as In progress, Outstanding, Not approved, Completed or Approved—you see a list of workflows. You can view workflow details through the Subject column.
View workflow details
Click the Subject or the Update button to view more information about a workflow.
SmartDocs workflow preview
Click the binoculars icon to preview the document and the email or letter side by side. NOTE: If you hover your mouse over the binoculars icon you will see either 'Preview Email' or 'Preview Letter')
Edit the email/letter content if required.
Click the required button at the bottom of the preview window.
Not Approve - will change the status to Not Approved. IMPORTANT: The email/letter is deleted, and only the ATO document remains available for download/import.
Approve Only - approves the document, making it available in the SmartDocs processing screen for sending.
Send & Approve - approve and send the document to
Save - saves any changes to the email/letter.
Close - closes the preview window without saving
PDF attachment tools
If you click on the workflow entry and then scroll down, you will see a PDF document icon at the bottom left of the workflow.
Options available are:
Download - This will download a copy of the document to your local drive
Preview - This will allow you to preview the document