In the fast-paced world of document management, it's not uncommon for workflows to change or be cancelled. Understanding how to navigate your cancelled basket within SigniFlow is essential for maintaining control and organization over your documents. This article provides a comprehensive guide to help you navigate and manage your cancelled basket effectively.
Understanding the Cancelled Basket:
Your SigniFlow dashboard features a cancelled basket where all cancelled document workflows are stored. Whether you've intentionally cancelled a workflow or it has expired due to auto-expire settings, you'll find it neatly organized within this basket.
Key Features of the Cancelled Basket:
- Visibility of Cancelled Workflows: The cancelled basket offers clear visibility of all cancelled document workflows, ensuring you're aware of any changes or cancellations.
- Management of Cancelled Workflows: From the cancelled basket, you can easily manage cancelled workflows, including reviewing details and taking necessary actions.
Navigating the Cancelled Basket:
1. Accessing Your SigniFlow Dashboard: Log in to your SigniFlow account and navigate to your dashboard.
2. Locating the Cancelled Basket: Look for the basket labeled "Cancelled" within your dashboard interface.
3. Viewing Cancelled Workflows: Click on the Cancelled Basket to view a list of all cancelled document workflows.
4. Understanding Workflow Details: Each entry in the cancelled basket provides essential details about the cancelled workflow, including the date of cancellation and any relevant notes.
5. Taking Action: Depending on your workflow requirements, you can take various actions from the cancelled basket, such as rescheduling, editing, or permanently deleting cancelled workflows.
Important Considerations:
- Auto-Expire Settings: If a workflow has a specified due date and auto-expire is set to Yes, the workflow will be automatically cancelled and moved to the cancelled basket on the specified date. It's crucial to be aware of these settings to prevent unexpected cancellations.
Conclusion:
Navigating your cancelled basket in SigniFlow is an essential aspect of managing document workflows effectively. By understanding how to access and utilize this feature, you can maintain control and visibility over cancelled workflows, ensuring seamless document management processes.
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