Perform workflow actions from Google Drive

With the legacy AODocs Smartbar installed, you can perform workflow actions in your Team Folders and Secured Folders when working in Google Drive.

– This feature isn't available in the new Smartbar.
– Your library administrator must have configured a workflow in the library.

1. In Google Drive, open a Team Folder or Secured Folder.

  • The workflow button is displayed if you have workflow actions to perform.
  • The number highlighted in red indicates how many documents are waiting for your validation.


2. Click the workflow button. 

A dialog shows all documents in need of validation sorted by workflow state.

Tip: Click All to display all the documents you can validate. You can also display documents for specific workflow states.


3. Select the title of a document to display the document information card.

From the document information card, you can:

  • open the document in Google Drive (or in your local software for non-Google files)  
  • perform workflow actions
  • view the last workflow action and read comments added during workflow transitions
  • view the document properties
  • edit document properties if you are authorized

Note: There are more ways you can edit document properties when working on Google Drive. Learn more: Display and edit file properties from Google Drive.


4. Click the name of the required workflow action.

5. If required, enter a comment before submitting the workflow action.

Note: Library administrators can force you to enter a comment before submitting the workflow action. If a comment is required, you can't complete the workflow action without entering one and the submit button remains unavailable.


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1 comment
  • The pictures on the articles are very tiny and hard to see. One picture per step with a high resolution would be preferable to be able to see details.

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