Entry

2195 views 17 July 2018 0
To reassign a step in an entry workflow, you must: Log in with your username and password. On the dashboard, go to the board "Received". Click on the reference number of the desired entry. Click on "Reassign". In the pop-up you can see the current step in yellow. And choose the user to assign the step to by clicking in the textbox of the step. Click on the user you want to assign the step to. Repeat step 5 and 6 for each user you want to assign and for each
1501 views 17 July 2018 0
To archive an entry, you must: Log in with your username and password. On the dashboard, go to the board "Received". Click on the "Archive" button. Confirm the
4836 views 17 July 2018 0
To generate a document from an entry, you must: Log in with your username and password. On the dashboard, go to the board "Received". Click on the reference number of the desired entry. Click on the desired document from the drop-down list than appears under "Generate
7478 views 17 July 2018 0
To create a new task from an entry, you must: Log in with your username and password. On the dashboard, go to the board "Received". Click on the reference number of the entry that you want to create a new task in. Click on "Create task". Fill out the information of the new task. *** Don't forget to activate "Do you want to receive email notifications" to receive email notifications. Click "New
2269 views 17 July 2018 0
To delete a comment from an entry, you must: Log in with your username and password. On the dashboard, go to the board "Received". Click on the reference number of the entry that you want to delete a comment from. Go to the comment that you want to delete. Click on the "Archive comment"
14510 views 17 July 2018 0
To add a comment to an entry, you must: Log in with your username and password. On the dashboard, go to the board "Received". Click on the reference number of the entry that you want to add a comment to. Click on "Add a comment". Enter your comment. If you want to make the comment visible to the client, check the checkbox. Then click
219 views 10 July 2018 0
To access a entry, you must: Log in with your username and password. On the dashboard, go to the board "Received". Click on the reference number of the desired
230 views 10 July 2018 0