Workflows

Workflow Tasks (Actions)
Description: Creating and Editing a workflow can be complicated, and not knowing what these items do and you're busy, so there's no time to hover ...
Thu, 18 Jul, 2019 at 9:29 AM
Creating a value that Requires a Leading Zero
Description: Entering information with a leading zero (for example,Check Numbers: 01125) and you're noticing that zero gets dropped. Software: All ...
Fri, 15 Feb, 2019 at 8:49 AM
Records Management
Description: Content can be assigned to “record categories,” which define how long particular content item(s) are to be retained before disposition. Once co...
Thu, 18 Jul, 2019 at 9:30 AM
Versioning
Description: Versioning provides the ability to modify content/metadata of a content item while having the original document still available. Software: ...
Thu, 18 Jul, 2019 at 9:30 AM
Request an Approval or Approve/deny a Document
Description: There is a way to request an approval for a document without altering a workflows/templates (especially if it's not required all the time)...
Thu, 18 Jul, 2019 at 9:30 AM
How To: Change Assignee
Description: To change who will be responsible for the document to process and file it away.  Version: All Solution:  ----- The option to do...
Thu, 1 Aug, 2019 at 10:52 AM