Claim a Document in a Workflow

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The section describes the procedure to locate and claim a document which is sent for review through a workflow. To locate and claim a document, users must have access to the collaborate room and should be participants in the ongoing document review process.

To locate and claim a document, follow the steps below.

  1. Navigate to the Documents Library modal, and set the view to ‘Document Life Cycle’.
  2. Click on the Pending folder and select the document.

  3. Navigate to the metadata panel of the document and click on the Claim button.

  4. Review the document and mandatorily add a status from the available dropdown options.
  5. Click on the Save button so that the document moves to next stage of approval or signature.

Important

  • Documents to claim can also be accessed from the Documents to Approve and Document Life Cycle sections from the Collaborative Workspace dashlet.
  • Pending Documents have at least one stage of review in the workflow.
  • Documents need to be claimed before sending an eSignature request.