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Mitratech Success Center

Viewing Related Documents

The Documents function lets you view, download and delete attachments for with the associated workflow, and upload additional files to the workflow.


To view related documents:

  1. Locate the desired workflow in the Workflow Dashboard.

  2. Select  Documents from the associated Actions menu.
    • The View Attachments dialog displays.
       
  3. The View Attachments dialog consists of three sections:
     
    • Process Documents - Shows a list of all reference (unsigned) documents uploaded during the workflow or by using the Upload Document function.
       
    • Upload additional files - Provides a means of uploading additional documents to the workflow.
       
    • Signed Document - Shows a list of all signed documents uploaded during the workflow.
         

To navigate the document lists:

The Process Documents and Signed Document lists are multi-page lists, with 10 documents shown per page. The sequence numbers for the currently displayed documents and the total number of documents included in each list are shown in the lower right corner of the list. Controls for navigating the lists are shown in the lower left corner of the list. The page number for the currently displayed page is highlighted in blue.
 


    

To sort the document lists:

The Process Documents and Signed Document lists are initially sorted in alphanumeric order, by document Name. The  or  symbol is shown next to the column heading by which the list is sorted.

  • The  icon indicates the list is sorted alphanumerically.
  • The  icon indicates the list is sorted in reverse alphanumerical order.

    NOTE

    The Uploaded by column is sorted by the user’s first name.

 

To filter the document lists:

The Process Documents and Signed Document lists initially show all documents associated with the workflow. You can limit the documents displayed in a list to a “subset” of documents by applying filters  to one or more columns.

The Filters popup is displayed by clicking the  icon for the column by which you wish to filter the list. The Filters popup for the Workflows List is a "one term" filter. Using the Filters popup, you can enter the term for your filter and specify matching criteria (e.g., equal to, not equal to). Each filter is applied only to the contents of the associated column.


To download a document:

The  button in the Actions column of the Process Documents and Signed Document lists lets you download a copy of the associated document to a local workstation.

  1. Locate the desired document in the Process Documents or Signed Document list.
     
  2. Click the  button in the Actions column for the desired document.
    • A standard File Download dialog displays.
       
  3. Select the "save" option from the File Download dialog.
    • A standard Save As dialog displays.
       
  4. Navigate to the location in which you wish to save the document.
     
  5. If desired, enter a new name for the document in the File name text box. Be sure to retain the file extension.
     

  6. Click the Save button on the Save As dialog.

    • The document is downloaded to the selected location.


To delete a document:

The  button in the Actions column of the Process Documents and Signed Document lists lets you delete a document from the workflow.

  1. Locate the desired document in the Process Documents or Signed Document list.
     
  2. Click the  button in the Actions column for the desired document.
    • A confirmation dialog displays the message "Are you sure you want to remove the file?"
       
  3. Click the OK button on the confirmation dialog to complete the deletion. (Click the Cancel button to cancel the deletion and retain the document in the workflow.)
    • The confirmation dialog closes and the View Attachments dialog refreshes with the selected document removed from the list.


To upload additional files:

You can upload additional documents to the workflow from the View Attachments dialog. You can upload documents either by "drag and drop" or by using the Upload Document function.
 

  • To upload a file using "drag and drop:"
     
    1. Locate the document you wish to upload on your local workstation.
       
    2. Make sure both the directory containing the file for upload and the TAP View Documents dialog are visible on the desktop.
       
    3. Click and hold the left mouse button on the file you wish to upload, then "drag" the file to the drag & drop document to upload field on the View Documents dialog.
      • When the upload has completed, the uploaded file is shown at the top of the Process Documents list.
         
  • To upload a file using the Upload Document function:
     
    1. Click the Upload Document button.
      • A standard File Upload dialog displays.
         
    2. Locate and select the document you wish to upload, then click the Open button on the File Upload dialog.
      • When the upload has completed, the uploaded file is shown at the top of the Process Documents list.
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