Performing Ad Hoc Tasks - Mobile Access for iPhone - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Mobile Access for iPhone

Platform
OnBase
Product
Mobile Access for iPhone
Release
Foundation 23.1
License
Standard
Essential
Premier

Ad hoc tasks can be performed when viewing a document from a queue. To initiate an ad hoc task on a document, complete the following steps:

  1. While viewing a document in Workflow, tap the Tasks icon located in the upper right-hand corner of the screen:

    The Tasks list is displayed:

    The Tasks list displays all of the tasks that you can perform on the currently displayed document.

  2. Tap the name of the task to initiate it.

    Only one ad hoc task can be performed at a time. Depending on the task, additional messages may display. If the task transitions the document out of the queue, then you are returned to the Workflow screen.

    Note:

    You cannot perform ad hoc tasks on related documents in OnBase Mobile Access for iPhone.