Perform workflow actions from Google Drive

With the AODocs Smartbar installed, you can perform workflow actions in your Team Folders and Secured Folders when working in Google Drive.

Important: Your library administrator must have a workflow configured in the library.

1. In Google Drive, open a Team Folder or Secured Folder.

  • The workflow button is displayed if you have workflow actions to perform.
  • The number highlighted in red indicates how many documents are waiting for your validation.

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2. Press the workflow button. 

A pop-up shows all documents in need of validation sorted by workflow state.

Tip: Press All to display all the documents you can validate. You can also display documents for specific workflow states.

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3. Select the title of a document to display the document information card.

From the document information card, you can:

  • press the document name to open it 
  • perform workflow actions
  • view the last workflow action and read comments added during workflow transitions
  • view the document properties
  • edit document properties if you are authorized

Note: There are more ways you can edit document properties when working on Google Drive. Learn more: Display and edit file properties from Google Drive.

Tip: You can use the up and down arrows to move to the previous or next document in the list.

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4. Press the name of the required workflow action.

5. If required, enter a comment before submitting the workflow action.

Note: Library administrators can force you to enter a comment before submitting the workflow action. If a comment is required you will not be able to complete the workflow action without one, the submit button will stay grayed out.

Tip: Press Document to return to the document card.

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