This article contains information specific to Documents in Vodori. If you are looking for similar information about Claims, please see the Claims article.
When you click on a workflow or document card in Vodori, you’ll be sent to the Viewer. The Viewer is where you can prepare and review a document by adding annotations, substantiation, and supporting material. Additionally, you can complete workflow tasks, such as casting a vote. You may also access the audit trail or document history.
Depending on the file format, your document will be displayed, or you will get a link to download the document.
Viewer permissions
Depending on the current workflow task and your permissions, you can perform different actions in the Viewer.
| Task | Actions allowed by user role |
|---|---|
| Prepare |
Initiators, Content Owners, or Collaborators: Add annotations, add substantiation, add supporting material, edit details, select assignees All other user roles: View |
| Review |
Initiators, Content Owners, or Collaborators: Add annotations, add substantiation, add supporting material, edit assignees Assignees: Add annotations, complete workflow tasks including casting a vote, edit assignees All other user roles: View |
| Complete | All user roles: View, or initiate a new review or a withdrawal workflow |
Task panel
The task panel centralizes active workflow details. It houses workflow status and current task information and introduces information like task assignment dates and elapsed time.
- Task name
- Assigned users and link to edit task assignees
- Primary task action
- Workflow progress bar and link to view all workflow tasks
Side panel
The side panel displays on the right side of the Viewer. Each annotation you add can be found in the Annotations tab with an assigned number. Each substantiation or supporting material you add can be found under their respective tabs. Close the side panel by clicking the double arrow icon in the top toolbar of the Viewer.
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