I am creating a workflow for our checks process. First step is for our scanners to load in the document to only include Date, Dollar amount, and any other info they can find. If not, no big deal.

Then the file is named Check_Date and then that file is moved into the reviewer's folder.

In order for the workflow to move forward, I need to have the reviewer input new field information that they found based on that check such as office number. Then once this information is done, they can select Yes or Approved and it then renames the file based on the field information (Office Number_Check_Date). Once this is done it then moves the file to the correct folder.

In order for the other fields to populate, it needs to do a lookup in a SQL table based off of the office number input. So the table looks at the office number, then can populate the first name, last name, etc.

Where can I put this Querydata lookup? Do I need to include a part where the user has to reprocess the document for the Querydata to work? I know they can manually type this information in and just save, but we need to look up to be sure on accuracy. I attached a screen shot of what I have so far....let me know!!!