A workflow summary report is a consolidated view of information and events that occurred during a workflow. You can download one at any time for any workflow, including expired, withdrawn or canceled workflows.
Download workflow summary report
- Click a document in the Library.
- Click the download icon in the bottom toolbar.
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Select "Download workflow summary" or "Download workflow summary with annotations" in the menu.
- The report will open in a new tab. Click "Print to PDF" in the upper right to save the report locally.
Information included in the report
A workflow summary report varies based on the status of the workflow. It can display the following, when applicable:
- Workflow and document information, copied from the Properties screen
- Selected assignees, their votes, and additional vote rationale (if configured)
- If you select Download workflow summary with annotations, all unresolved annotations on the document will also be included.
Troubleshooting
If the original document uploaded into Vodori was saved via Preview, you may experience issues related to downloading the workflow summary report, as Preview has been known to corrupt certain PDF files. Please try saving the document in another program or contact your Customer Service Manager for assistance.
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