Auto Stamp - Activity

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In Globodox, users can now add a stamp to a document automatically after reviewing the document. This will only work on file formats for which Globodox allows Annotations (this now also includes MS Word and MS Excel files when shown via the new built-in viewer).

 

How to create a workflow to add Auto Stamp in a document

1.Select the Tools tab and click the Workflow Designer button.
2.This will bring up the Workflow Designer window and will also open a login window. Enter the username and password and click OK.
3.Click the New button. A new workflow designer window will open in the middle pane and will have various properties in the Properties pane.
4.Below are the properties for a new workflow:
 

Workflow Property

Description

Name

Enter a name for the Workflow.

Description

Add information about the workflow in brief.

Duration (in days)

Specify the number of days in which this activity should be completed. If this activity is not completed in the stipulated number of days, it will be marked as Red in the user's Inbox.

5.Drag the Auto Stamp Activity from the Task pane and drop it on the <<Add Tasks here>> in the Designer pane. New properties will be opened in the Properties pane. Below are the properties of the auto stamp:
 

Property

Description

 

Name

Enter the name of the task without using a space in between.

 

Duration (in hours)

Specify the time in which this activity should be completed. If this activity is not completed in the stipulated time, it will be marked as Red in the user's Inbox.

 

Stamp Name

Enter the name of the stamp.

 

Page No.

The page number on which the stamp must be applied (in case of a multi-page file).

 

Top (Distance in inches)

Measuring from the top edge of the page, the position (in inches) where the stamp must be placed. **

 

Left (Distance in inches)

Measuring from the left edge of the page, the position (in inches) where the stamp must be placed. **

 

Width (in inches)

The width (in inches) of the stamp.

 

Height (in inches)

The height (in inches) of the stamp.

6.Click the Save button to save the changes in the Workflow.
7.Click the Publish button to publish the Workflow.

 


Related Topics

Workflow Designer

Route

Add Stamp

 

 


Page URL: https://www.globodox.com/support/help/index.htm?auto_stamp.htm