Review my job

After you create a job you can use Diligent Workflow to manage all document-related and progress aspects of the Job. You can upload files, edit details and permissions, and start Workflows.

When you select a job number it opens on the Files tab where you can get an overview of the job, its status, and all saved files.

1. Job number - Reference number assigned by the system. This can't be changed.

2. Menu bar – Select a tab to view the job documents and details.

   Note

   At the end of the page there is a bar displaying the Business Area, Job Type, Job name, Job Owner, and Completion Date assigned to the job.

 

Menu Bar

View information or manage aspects of a job from the menu bar. Select a tab to view the details you want. You can also Archive, Duplicate, or Abandon a Job by selecting Action on the menu bar.

Tab name	Description
Files	View folders and files relating to a job. This is where you can upload, download, and edit files as well as create and delete folders, and amend permissions.
Workflows	Create a new Workflow for a job or view and edit an existing Workflow sequence.
Capture	This feature is not currently available.
History	Review all activity undertaken for the job.
Brief	Edit the job name, completion date, and owner.
Actions	Open a menu to archive, duplicate, or abandon a job.