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