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 10

• 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 Or Excel

See all 10 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