Document Flow

The Document Flow gadget allows the user to create a document.

Click on the button. The document is opened in a viewer where the user can fill in the required details, sign, save and close the document. A Transaction Tracking ID is generated for the document so that it can be tracked and viewed on the timeline.


Click on the icon to open a dropdown list as shown below

Refresh- will refresh the gadget

Minimize- will minimize the gadget

Help- will open the help content for the gadget