1
Open the Dashboard
Navigate to the Dashboard where the document navigation menu is displayed on the left side of the screen.
Access Workflow Review
Learn how to access the Workflow Review section in QuoteCloud. Workflow Review provides a centralized location for viewing documents that require review, approval, or workflow-related actions.
Access Workflow Review
Learn how to access Workflow Review to view documents that require approval, review, or other workflow-related actions.
Steps to access Workflow Review
2
Locate the Workflow Review option
In the left-hand navigation panel, find the Workflow Review option located beneath Your Documents.
3
Select Workflow Review
Click Workflow Review to open the workflow review section and display available workflow review documents.
4
Review workflow items
Browse the list of workflow review documents and identify any records that require approval, review, or action.
5
Remove filters if necessary
If no workflow review documents appear, remove any active filters and click Show All Workflow Review Documents to display all available workflow items.
FAQs