Portal Workspace

• + Start Workflow — select button to begin a new workflow.
• Tasks
  • Pending Tasks — tasks waiting for your review or approval
  • Completed Tasks — completed tasks in which you participated at any point in the workflow
• Requests
  • Drafts — form drafts you have not submitted yet.
  • Pending Requests — tasks you created and are awaiting review or approval by another user
  • Completed Requests — tasks you created and were completed
• Forms
  • My Forms — forms available to fill.
  • Drafts — drafts of forms partially finished.
• Storage
  • My Storage — available cloud storage for documents that have been uploaded to Vasion Automate Pro.

• Action Button — select to see the actions that are available for the selected task. Available actions may vary depending on your role and the selected task. For what each action does, see below.
• Refresh Button — select to refresh the task list.
• Navigation Bar — the navigation bar helps you move through the pages of the task list. Select the single forward or back arrow to move forward or back by one page. Select the double forward or double backward arrow to move to the first or last page in the task list.
• Task List Item Display — by default, there are 25 tasks shown on each page. Select the task list item display field to choose a different number of tasks to show on each page.

The Actions button above the task list provides options for actions you can take on the tasks. Select one or more tasks and then select the action. Any actions that are grayed out are not available for the task(s) you’ve selected.

The items available depend on which tasks list you're viewing and roles assigned to you.

When you reassign a task, you’re giving that task to another group or person. The ability to reassign is dependent on the role you’re assigned.

To reassign a task:

1. Select the check box for the task you want to reassign.
2. Select the Action button and select Reassign.
3. In the User list, select the name from the list.
4. To assign to a group, select the Group radio button and then select the name from the list.

The contents of the list depend on your permissions.

1. Select the document you want to print.
2. Select the Actions button and then select Print.
3. In the Print Documents modal, select from the following options:
   1. Burn Annotations — select this option to include unburned annotations on the document you’re printing.
   2. Include Signature Doc History – this option only displays if a document is part of a signature workflow. When selected, it downloads the current signature audit trail in a separate PDF.
4. Select Print.

1. Select the document.
2. Select the Actions button and then select Download.

3. In the Download Documents modal, select your download options:

   1. Burn Annotations – includes annotations on the document. If you leave this box unchecked, the document will not include unburned annotations.
   2. Convert to PDF — select this option to download a form as a PDF.
   3. Include Signature Doc History – this option only displays if a document is part of a signature workflow. When selected, it downloads the current signature audit trail in a separate PDF.
   4. Extract Pages – use this option if you want to download specific pages from the document. To save a range of pages, use a hyphen between the first page number and last page number, for example, 2-7. To extract single pages, use a comma, for example, 3, 7, 9. You can combine hyphens and commas to get the pages you need, for example 2-7, 9, 15.
4. Select Download.

On the far right of the toolbar you have a View Filter button . You can use this button to adjust the display in Workspace as follows:

• View — use the drop-down to select a custom folder view. You have the option of having the view only display while you are in your current session.
• Save As Default View — check this box if you want to set the selected custom folder view to load when you log in and navigate to Workspace.

• Workflow — use the drop-down to select select from the following:

  • All — use this option to view all workflow types assigned to you. This is the default option.

  • Only Workflows — use this option to view only business process workflows.

  • Only Signature Documents — use this option to view only Signature documents.

To access your account settings:

1. Select your avatar from the bottom-left corner.

2. Select Account Settings.

In the Profile Settings tab, do the following:

1. Enter your new password in New Password.
2. Re-enter the password in Confirm Password.
3. Select Change Password.

In the Digital Signature tab you can add your signature and initals. If you want to apply a system timestamp to both your signature and initials every time you apply them to a document, select the Apply Timestamp to Your Signature option.

The Enter Password option requires a password every time you add your signature using the Signature app and in the Document viewer. Use this option if you want an additional layer of security.