Sharepoint Workflow "Feedback"

Sharepoint: How to correct a document (workflow)

This is a description on how to use the sharepoint to work with a workflow on the Sharepoint server.

If you get an e-mail which requests you to correct a document on the sharepoint (like the one in Abbildung 1), DO NOT CLICK ON THE LINK IN THE E-MAIL. This doesn’t work, because Firefox is usually your default browser (if you are using Internet Explorer 32bit, you can stop reading here and continue with step 4).

Click on “Internet Explorer” to start the Internet Explorer. Then click in the address bar and paste the copied document address. Press Enter to navigate to the address

You are asked for YOUR SharePoint User and Password. Enter it and Click “OK”

After that the document will open.

In the upper corner you will notice two yellow bars. Click on “Auschecken” to work on the document. This will hinder other persons to work with the document while you are working on it.

Do your modifications on the document. If you are finished click save.

Now click in the second yellow bar on “Diese Aufgabe öffnen”

A feedback window will open, where you can enter a feedback for your review, demand a review from somebody else or re-assign the review to another person (or the author).

If the document doesn’t need any reworking just enter a feedback (optional) and click “Feedback senden”

If the document needs reworking click “Änderungen anfordern

If you are finished with your input click on “Send Feedback”. The yellow bar will disappear when your feedback was successfully uploaded to the sharepoint.

Close the document

A window will ask you to check in the document. Do that by clicking “Ja”

You will be asked for a version comment. Enter your name in the window and click “OK”

The document is checked in again (may take some time…). You are finished.