Answer
After a workflow is completed, you can open it to review the full record, add a note, or share it as a PDF. This is useful when you need to confirm what was submitted, add follow-up details, or send the workflow to a customer or teammate.
Steps
Review a completed workflow
Open ANVL.
Find the completed workflow.
Select the workflow to open it.
Review the questions, responses, timestamps, and any photos or videos.
Add a note
Open the completed workflow.
Select Add a Note.
Enter the additional details.
Save the note.
Share a workflow
Open the completed workflow.
Select the Share icon.
Preview the PDF.
Share it using email or another app on your device.
Filter your workflow list
Open the workflow list.
Use Filter to view My Workflows, In Progress, Incomplete, or All workflows.
Additional Details
Notes are added to the workflow record after completion.
In-progress workflows can be resumed, but they cannot be shared.
Only completed or incomplete workflows can be reviewed as records.
Depending on your organization’s settings, you may also be able to view workflows completed by other users.