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- From an open document, the Document Search Results list, or a folder, right-click the document and select Workflow | Open Workflow. The Workflow screen with the queue containing the open or selected document displays. If the document does not exist in a life cycle, the option is disabled. If an instance of Workflow is already open, the current Workflow screen will display the selected document.
Note: When viewing an OLE document or PDF document that has been assigned to a life cycle, Workflow can be opened by selecting Process | Workflow | Open Workflow. - If the associated Document Type is configured for multiple life cycles, you are prompted to select a life cycle. After you select a life cycle, the queue containing the open or selected document displays. If an instance of Workflow is already open, the current Workflow screen will display the selected document. If Workflow is currently executing a task that has not completed and the Open Workflow option is selected, the following message is displayed: ATTENTION: You are currently executing a Workflow task that has not completed. Press CANCEL to complete your Workflow task. Failure to do so will cause the task to terminate before completed. Press OK to continue, or Cancel to stay on the current page.
Note: When viewing an OLE document or PDF document that has been assigned to a life cycle, Workflow can be executed on the document by selecting Process | Workflow | Execute Workflow. Additionally, the Workflow Queues option is available from the Inbox tab in Workflow.
To view a document’s queues, select a document, right-click, and select Workflow | Workflow Queues. The Workflow Locations dialog box is displayed. All of the life cycles, queues that the document belongs to, and users/user groups or roles assigned to the document are listed. <Restricted> will be displayed for queues and life cycles that you do not have the rights and/or privileges to view.
Defining the Layout
Depending on your configuration, you may be able to You may specify the way Workflow’s you view the Workflow layout. When this is available, the The Workflow Layout Options button is displayed. 
When the Workflow Layout Options button is clicked, these options are available: Horizontal Layout, Vertical Layout, or Separate Viewer Layout.
- When the Horizontal Layout option is selected, the layout displays the document viewer horizontally spanning the Workflow interface.
- When the Vertical Layout option is selected, the layout displays the document viewer vertically spanning the Workflow interface.
- When the Separate Viewer Layout option is selected, the layout displays the document viewer in a separate window from the Workflow interface.
Resizing and Pinning the Workflow Window
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You can also pin the Workflow window in a position on the screen using the Pin Window Location button. 
When the window is pinned, the window will open in the same location on the screen. Likewise, you can unpin the window by clicking Unpin Window Location. 
These settings are saved on a per user, per workstation basis. If you are using the layout where the document is displayed in a separate window, you can also pin and unpin this window.
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- Select User from the context drop-down select list.
- Select Client Settings from the mode drop-down select list.
- Select the Workflow User Interface option.
Note: Any time the Workflow window settings are changed, the Workflow User Interface option is available. - Click Reset Selected Settings.
Adding Documents to Workflow
If the Document Type assigned to the open or selected document has been configured for Workflow, you can add the document to the initial queue of the configured Workflow.
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The Life Cycle View tab displays the life cycles to which the logged in user has viewing rights.
All life cycles and their queues, to which the currently logged in user has rights, are displayed in this tab. Single-click a life cycle to select it; double-click it to select and expand it. Use the + (plus) and - (minus) buttons to expand or collapse a life cycle without actually selecting it. Once you have selected a queue, it will open in the Inbox tab and the items within the queue are listed.
You can view specific items from multiple queues or life cycles by choosing one of the following options from the Life Cycle View tab:
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When a life cycle or queue is selected in the Life Cycle View tab, the Process Flow button is available for selection. 
The following options are available when right-clicking on a queue in the Life Cycle View tab:
- Refresh - Will refresh the selected queue’s document count. Only available when queue counts are turned on.
- Generate List Report
- Perform System Work - Initiates system work configured for the queue to begin.
- Execute Timer Work - Executes the timer work associated with the selected timer.
Note: Execute Timer Work is only available on queues that have been configured with timers. - Auto-Work - Selecting Auto-Work will display the next available document in a queue. Users can still select a document from a queue manually.
Note: Auto-Work is only available on Exclusive Viewing queues that have not been configured for Auto-Feed.
Adding Life Cycles and Queues to Favorites
From the Life Cycle View tab, life cycles and queues can be added to your Favorites list for easy access in the Web Client.
To add a life cycle or queue to your Favorites list:
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