Workflow Management

Creating or Editing Tasks
A new task can be created using the right-clicking the Tasks search results grid and choosing New from the drop-down menu. An existing task can be edited b...
Mon, 19 Jun, 2017 at 8:54 AM
Follow Up Tasks
Follow Up TasksĀ are tasks that can be created from the New Profile Wizard, when adding a new document, and the Records right-click menu. The Create Fol...
Mon, 19 Jun, 2017 at 8:57 AM
Edit Selected Task Profiles
This wizard allows bulk changes to be made to a range of task profiles in one operation. Select a range of tasks in the search results list by either: ...
Mon, 19 Jun, 2017 at 9:05 AM