Adding and Viewing Documents on the Document Manager Tab
Workflow Manager 6.0
On the Document Manager tab of the Workflow Progress page, you can access documents that are stored in the Workflow Manager database, and upload documents to store in the database.
Documents attached to a workflow request on the Downloadable Files tab are stored in an external directory on the Workflow Manager file server that was set up by the Workflow Manager administrator, and includes the documents that are added when a user completes a workflow step that collects a data element with the data type of Downloadable File Upload.
However, documents such as draft contracts, addendums, ratings of vendors responding to RFPs, etc. need to be more securely stored than on a file server. Historical versions of each document, especially contracts, need to be recorded. Documents stored using the Document Manager tab are securely stored in the Workflow Manager database and document versioning is available.
On the Document Manager tab, you can perform the following tasks:
Uploading a New File to the Document Manager Tab
To upload a new file to the Document Manager tab, perform the following steps:
To upload a new file to the Document Manager tab:
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Click the Document Manager tab. A list of all of this workflow request’s managed documents is displayed. |
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Make sure that the Upload New Version of option in the toolbar is not selected, and then click the Upload button. The Upload File dialog box opens. |
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Click Select and select the file you want to upload. |
Note: If you attempt to upload a file with the same name as an existing file, you will receive an error message stating that the file already exists.
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Click Upload. The file is uploaded to the Document Manager tab and is now listed in a new row. |
Uploading a New Version of an Existing File to the Document Manager Tab
To upload a new version of an existing file to the Document Manager tab, perform the following steps:
To upload a new version of an existing to the Document Manager tab:
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Click the Document Manager tab. A list of all of this workflow request’s managed documents is displayed. |
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Select the file for which you want to upload a new version. |
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Select the Upload New Version of option in the toolbar. |
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Click the Upload button. The Upload File dialog box opens. |
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Click Select and select the file you want to upload. |
Note: The file you upload will be saved as a new version of the selected file, even if it does not have the exact same name.
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Click Upload. On the Document Manager tab, the File Version of the selected file is incremented by 1. |
Viewing a File on the Document Manager Tab
To view a document on the Document Manager tab, perform the following steps:
To view a file on the Document Manager tab:
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Click the Document Manager tab. A list of all of this workflow request’s managed documents is displayed. |
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Select the file that you want to view. |
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Click the open  icon in the toolbar or double-click the file to open it. Depending upon your browser, you may be prompted to open it in an appropriate application or save it to your local drive. |
Viewing a Previous Version of a File on the Document Manager Tab
To view a previous version of a document on the Document Manager tab, perform the following steps:
To view a previous version of a file on the Document Manager tab:
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Click the Document Manager tab. A list of all of this workflow request’s managed documents is displayed. |
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Select the file that you want to view a previous version of. |
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In the toolbar, click View Previous Versions. The File Version History dialog box opens. |
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On the row of the version you wish to view, click the magnifying glass icon  . Depending upon your browser, you may be prompted to open it in an appropriate application or save it to your local drive. |
See Also
Document Manager Tab
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