What all actions can be performed in dashboard?
- Dashboard will contain action icons against each record. You will find the action icons in the list grid under “Actions” column
- Using those action icons, user will have the ability to take actions by clicking those icons
- Following are the actions that can be performed in dashboard,
- View document
- Signing order (i.e., view signing hierarchy)
- Mark as Inactive
- Tag category (i.e., tag to a workflow)
Note: respective action icons will be visible to the users based on the document status.