Creating the steps of Workflow
This feature allows you to create Workflows, i.e. validation circuits. A workflow can be set up when creating or updating a document.
Click on the feature 'Workflows'.
The Workflows register appears.
To create a new Workflow, click on the " buttonCreating a workflow".
Inform the name of the Workflow in the ' fieldName of the workflow'.
Create workflow steps in section 'Steps'.
It is possible to add as many validation steps as needed by clicking on the " button+ +" to the right of the table.
After completing this form, click on the " buttonValidate"
You then return to the Workflows register on which your record appears.
To know: Workflows can be directly created when editing a document. The procedure to follow is exactly the same.Related Articles
Creating a document template
The purpose of this feature is to give you the opportunity to record and store all of your document templates (free process, manual, instruction…) so that you can download them when creating your new documents. The procedure is similar to that of a ...Creating a file
To create a new folder in your documentary tree: 1) Click on the folder in which a subfolder must be created 2) Click on the button The creation page of a folder opens. 1) Enter the folder name in the 'Fold' field.The following characteristics cannot ...Create a document
To save a new document in your documentary database, click on the " buttonCreation of a document". Complete the different fields: Fields marked with a * must be entered. - File = File in which the document will be recorded. ' / ' will save the ...Tree
Functionality 'Tree' allows: - To form the tree of the documentary database. - Manage permissions for access to records, subfolders and records. - Import and codification of your documents. - Start an update of a document and the validation workflow. ...Update a document
To update a previously saved document, click on the corresponding folder in the tree so that it appears in the registry. Then click on the " buttonActions" to the right of the line corresponding to the document to be updated. A winding menu appears. ...