Preferences
Amount of working days before a task is soon overdue
Each task you receive has a task due date defined by the system administrator in the Due settings. You can define how many days before the task due date you want to mark the task as ‘soon overdue’.
When you have a task which is soon overdue, you will be notified of this in several ways:
- The task has an orange marker in My tasks.
- The task is included in the soon overdue email.
- The task is marked as soon overdue in the overview email.
You can define if and when you want to receive the soon overdue email and the overview email in the Notifications window.
Open the comment window when I approve
Activate this setting to automatically open up the comment pop-up window when you approve a document. This way you can directly enter a comment which is shown to everyone in the workflow. If you do not want to enter a comment for a specific document, you can leave the comment field empty.
If this setting is not activated, you can still enter a comment in the comment panel and this will also be shown to everyone in the workflow.
After handling a task
You can define what is going to happen after you have handled a task in the Task details tab.
There are two options you can choose from:
| Radio button | Description |
|---|---|
| Open the next task | After you have handled a task, the next task in the list will open automatically. |
| Return to the task list | After you have handled a task, the system will take you back to the task list. |
Default Document Viewer
The PDF viewer included in your web browser is the default viewer, since it provides the best viewing experience.
If you have trouble viewing PDF files in your browser:
- check if your browser is up to date
- if the PDF files are still not displayed correctly, choose the “image mode” which will render each page as an image