Understanding Document Views in Modern Workflow Modules

Understanding Document Views in Modern Workflow Modules

• In Modern, the former Document Maintenance features from Classic have been moved to Document Search, creating a centralized and streamlined way to manage documents and view workflow activity.

Workflow Modules Modern - Document Maintenance is now Document Search - Knowledge base

• My Document List-For requesters. Shows only documents the user personally created.
• Approval List-For approvers. Shows documents that require their review or action.
• Document Search-For approvers who need broader visibility. Shows all documents within the approval workflows they participate in, regardless of status.