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While in edit mode, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".
The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".
| From a correspondence document, you can… | Preconditions | New State |
|---|---|---|
|
Submit Submit the correspondence document. |
The correspondence document is in a Draft state. |
Submitted |
|
Cancel Cancel the correspondence document. |
The correspondence document is either in a Draft or Submitted state. |
Canceled |