Summary
This article walks you through how to view a record.
Use Case
At Classics Inc., a legal operations user needs to review a completed supplier agreement and its metadata after the workflow is archived. They open the completed workflow from the Dashboard and use the link in the Activity Feed to access the resulting record, where they can review the contract and its associated information.
Permissions
| Features | Records |
| Permissions | To view a record, you need access to the workflow through Workflow Access or participant status, along with view access to the resulting record in the Repository. |
View a Record
- Click on the Dashboard tab, and click on the record you want to view.
- A preview panel displays on the right with your record’s information.
- To close out of the preview panel, clicl the Collapse Panel icon.
- If you wish to click through to view the full document and attachments, click on the relevant file from the Documents section
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