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How do I turn on the PDF Review function in a workflow?

How do I turn on the PDF Review function in a workflow?

Owned by Travis (Unlicensed)
Last updated: Sept 09, 2023 by Basaran, Kristen (EGLE)
1 min read

  1. Click on Maintenance.

  2. Select Entity Configuration.

  3. Choose the appropriate Entity.

  4. Choose Workflow Templates.

  5. Click which Workflow Template to edit.

  6. Click Steps.

  7. Click on the appropriate step that you wish to turn PDF Review on.

  8. Click Edit.

  9. Under Functions, click Add.

  10. Click Functions.

  11. Select Turn on PDF Review Function.

  12. Click Save.

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