Workflow - Settings

To access general settings in the Workflow Forms application, click on the General Settings link. Settings are customized by selecting the settings that the company will use according to its preference from the General Settings menu.

You can select the notification definitions options for the specified definitions via the Notification Settings menu.

An e-mail is sent to the desired account from the Notification E-mail screen.

In the Workflow Forms application, stages are defined for workflow forms.

Click on the Stage Definitions link and define a new stage on the page that opens.

A new workflow form is defined with the Workflow Forms application.

A new definition is added from the page that opens by clicking on the Form Definitions links.

Forms are defined and tracked according to categories. Category assignment is made from the form detail in the General Information section of the Form Definitions menu.

This is the menu where the approval mechanisms for the form and the options required for approval are configured.

It allows automatic numbering of forms based on suffixes, increments and suffixes.

Users authorized to access the application are listed and organized.