Process an item in workflow - Process an item in workflow - To process an item in a workflow, complete the following steps. - Perceptive Content - Use Records - Perceptive-Content/Use-Records/Foundation-24.1/Use-Records/Use-Process/Process/Use-workflow/Process-an-item-in-workflow - Foundation 24.1 - Foundation 24.1

Use Records

Platform
Perceptive Content
Product
Use Records
Release
Foundation 24.1
License
ft:lastPublication
2024-04-02T13:45:34.194000
ft:locale
en-US

To process an item in a workflow, complete the following steps.

  1. Verify that the document is in the workflow.
  2. On the Perceptive Content toolbar, click Documents, and then search for the document you want to process.
  3. In Perceptive Content, in Documents view, right-click the document and click Open in Workflow.
  4. In the viewer, complete one or more of the following actions.
    • View the document
    • Add any annotations
    • Rotate and/or resize the document
    • Apply any other options you want available in the Viewer
  5. Click File > Close Viewer to return to Perceptive Content.