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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
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