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Workflow Manager

Tool Documentation 2

  • Full Guide
  • Overview

1. Creating A New Template 12

  • 1.1. Creating A New Template And Adding Template Details
  • 1.2 Adding Template Steps
  • 1.3 Duplicating & Reordering Steps
  • 1.4 Adding Custom Fields
  • 1.5 Adding Step Prerequisites
See all 12 articles

2. Approving A Template 5

  • 2.1 Approving A Template
  • 2.2 Editing An Approved Template
  • 2.3 Using Template Filters
  • 2.4 Duplicating A Template
  • 2.5 Viewing/Reverting To A Previous Version Of A Template

3. Generating A New Project Workflow 9

  • 3.1 Generating A New Project
  • 3.2 Editing A Project Workflow
  • 3.3 Approving / Rejecting A Step
  • 3.4 Creating A New Version Of A Step
  • 3.5 Exporting A Form To PDF
See all 9 articles

4. Actioning A Notification Email 3

  • 4 Actioning A Notification Email
  • 4.1 Home Page Task Lists
  • 4.2 Creating a New Template Version – Updating a Workflow Already in Progress.

5. Appendix 1

  • 5 Appendix

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