Acting on the Document

Thru Web Browser

You will receive an email notification once a document is forwarded to you. To view the instructions or comments of the sender, just click the 'Click here to view the task' link. 

After clicking, a new window will open. If you're not logged in, you will be requested to login first. You will see the instructions or comments of the sender on the bottom part of the window under the 'Comments from the workflow initiator' of Information Section.

To act on the document, just provide your response in the 'Comment' box then click 'Apply' button.

Thru Globodox Desktop Client

Once logged in, you may go to the Tasks & Messages > Inbox (Tasks) to check the documents for your action.

The Tasks list section of the window displays all the documents forwarded to you. 

Clicking an item will display the instructions or comments of the sender on the right part of the window under the 'Comments from the workflow initiator' of Information Section.

To act on the document, just provide your response in the 'Comment' box then click the 'Apply' button.