The Steps option shows all the Dynaforms, Output and Input Documents assigned in the current task, allowing each document to be easily accessed.

This option is available when starting a case from the New Case option or when opening the case from the Inbox, Draft, or Paused folders. Remember that to access to the case from the folders mentioned before, the user must be assigned to the case.

Assigning Tasks

When all steps in a task have been completed, the case is ready to be routed to the next task. At this point, a window will display the next task's information.


  • Next Task: Name of the next task where the case will be routed to.
  • Employee: Name of the user who will be in charge of executing the task.

If for some reason there is no user assigned to the next task, the following message will be displayed: