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How do I manage Filebound approvals on workflows?

Modified on: Tue, Aug 27 2024 11:27 AM

This article guides users on how to view, manage, and approve assignments in Filebound. It includes steps to access assignments, view workflows, and approve or reject assignments within the system.


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Prerequisites

  • Users must have access to Filebound.
  • Users should be assigned specific projects or workflows.

Instructions

Viewing Assignments

  1. Click the Assignments icon to display all your assignments, including those requiring action (e.g., approving, rejecting, or canceling).
  2. The left-hand navigation pane will display the workflows associated with all your assignments.
    • If you manage multiple projects, the corresponding workflows will be visible here.
    • Click the Global option to view all assignments in a single consolidated view.
  3. Click on an individual assignment to narrow down the view to that specific assignment.

Approving Assignments

  1. Access the assignments section in Filebound as shown in the steps above.
  2. Click the paper symbol to open the document associated with the assignment.
  3. On the left side of the screen, click Approve or Reject.
  4. If applicable, a workflow comment box will appear where you can enter a comment.


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