Accessing a Specific Form in Workflow
You have the ability to open and view a specific Form in Workflow. To access a specific Form, you only need to click on the underlined Ref Num for the Form.
Downloading a PDF
You can download a PDF of the current version of the Form in Workflow by clicking on the PDF button in the upper right.
Viewing Workflow History
You can also view the Workflow History by clicking on the History button in the upper right. The Workflow History provides a detailed record of any action taken during the Workflow process including any emails sent from Workflow and specific edits made to Form data. The Workflow History is very helpful for troubleshooting Workflow errors or for auditing purposes.