Process >> Template
To import a process template you must first download a process template.
To download a process template navigate to Setup.
Choose th...
Fri, 29 Apr, 2016 at 2:16 PM
To configure process security, navigate to your desired process template and click Security. Staff users In the Add role or group dropdown, ...
Thu, 24 Jun, 2021 at 8:14 PM
Whether it be a safety meeting, work order, quote, or inspection process collecting a signature is an important component. For some definitions of Elect...
Fri, 28 Apr, 2017 at 10:11 AM
An electronic signature, defined by the Canadian Personal Information Protection and Electronic Documents Act (PIPEDA), is “a signature that consists of one...
Thu, 17 May, 2018 at 2:04 PM
Top menu >> Setup >> select/click process (eg: Order, Quote, Commission Issue)
You dictate which users can start, read or edit any ...
Mon, 16 May, 2016 at 3:34 PM
Enable Quick Share from Settings. There are two quick share options, internal and external. Internal quick share is to be used for users. Exte...
Mon, 25 Nov, 2019 at 8:10 AM
To enable users to view the source form of a layout, add a short URL from the Form information section in layout menu.
Mon, 12 Apr, 2021 at 12:20 PM
Top Menu >> Setup >> Process >> Settings
In the template setup of a process you have the ability to rename, hide or show the boxe...
Fri, 22 Apr, 2016 at 1:09 PM
Top left menu >> Setup >> Click on desired process >> Archive and Remove the current process. Archiving will preserve th...
Wed, 23 Jan, 2019 at 3:02 PM
Top menu >> Setup >> click process >> Settings
The Visibility & names setting allows you to choose the boxes that accompany a form i...
Fri, 4 Mar, 2016 at 3:16 PM