With the AODocs Smartbar installed, you can perform workflow actions in your Team Folders and Secured Folders when working in Google Drive.
Important: 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 by clicking the button next to the document name
- 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.
Tip: You can use the up and down arrows to move to the previous or next document in the list.
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.
Tip: Click Document to return to the document card.