Frequently used filters can be pinned to the top of the list for quick access. After finding the documents you need using search, sort, group, and filter options, try using the View feature to save those conditions.
By creating views for conditions you use repeatedly, you can access the documents you need immediately without having to re-enter them each time.
Document Box Groups
In [Workflow] → [My Document Box], documents are divided into In Progress, Completed, Important, and All tabs
The [In Progress] tab shows documents that I created or that require my approval and are still in progress.
The [Completed] tab shows documents that I created or approved where the approval process has been fully completed. You can also view rejected and canceled documents here.
The [Important] tab shows documents that have been separately marked as [Important].
The [All] tab shows all documents including in progress, completed, and important documents.
[My Document Box] provides a permanent [Created by Me] filter by default. This is useful for checking the progress status or history of documents you have created.
Administrators with company document box management permissions can view the In Progress, Completed, and All tabs along with pinned filters in [Company Document Box].
By selecting [Company Document Box] → [Author] filter → [Me] filter, you can quickly check the progress status of documents you created in the company document box as well.
Document Filters
Frequently used filters are always positioned at the top of the list as pinned filters for quick access. You can quickly look up documents you drafted using the [Created by Me] filter. However, the [Created by Me] filter is not available in the Company Document Box.
Click the [+ Add Filter] button to add and search with various filters beyond the pinned filters.
You can quickly look up documents using the author filter and update date filter at the top.
After finding the documents you need using search, sort, group, and filter, click the [Save View] button on the right.
Enter a [View] name, then specify sorting, grouping, and multiple filters before saving.
By creating views for searches and filters you use repeatedly, you can access the documents you need immediately without having to re-enter them each time.
When Save View is enabled, it remembers the last selected view, so the selected view state is maintained even when navigating menus or refreshing the page!
Document Search Feature
When entering a search term, you can set the search scope to quickly find the documents you want.
You can quickly look up documents by selecting the search scope as All or Document Number, then entering the document number.
Document Sorting Feature
Click the [Sort] button in the upper right of Workflow [My Document Box] or [Company Document Box] to select sorting criteria for the displayed documents.
FAQ
What is the read indicator?
What is the read indicator?
When a document's status changes, a red indicator appears. The red indicator disappears when you click on the document.
How can I download documents?
How can I download documents?
Approval documents can be downloaded as Excel or PDF. For more details, please refer to the user guide on the right! Downloading Workflow Documents and Attachments
I added labels like Agreement or Cooperation using the custom label feature. Can I add filters like [Agreement Required], [Cooperation Required], or [Confirmation Required] to the workflow document box filters?
I added labels like Agreement or Cooperation using the custom label feature. Can I add filters like [Agreement Required], [Cooperation Required], or [Confirmation Required] to the workflow document box filters?
Currently, the workflow document box only provides 3 status filters: In Progress, Rejected, and Approved.
While you can add various labels such as 'Agreement' and 'Cooperation' through the custom approval label feature,
since labels are freely created by each company, the current filters are primarily based on status (Approved/Rejected/In Progress).