Workflow Templates

In-built Workflow Templates facilitates you to create your Workflow based on the pre-defined templates instead of creating it from scratch. This Workflow Templates are dynamic and are stored at FTP on a specific location. The list displayed under Workflow Template drop-down list will vary depending on the Add-Ons installed on your machine.


Whenever you will open PaperSave Settings, PaperSave will load the Workflow Templates from FTP and based on the selected Transaction Type and Document Type, you will be able to view the list of templates in the Workflow Template drop-down list. As you click on Workflow Template option, available templates in the drop-down list will be available as displayed below.



The list of Workflow Templates displayed below is not fixed and may change at any point of time.


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You may be able to view below mentioned Workflow Templates in the list:


1. Data Entry
2. Data Entry With Rejection
3. Simple Routing With Single Approval
4. Simple Routing With Single Approval and Data Entry


You will be able to view below displayed message window when you apply any template for a specific Document Type for the first time. You need to click on Yes button to continue to update the PaperSave database with document types, fields and other configuration elements that are required in order to support this workflow.



It is mandatory to have Internet Connection on the machine from where you are using PaperSave Settings to get the updated Workflow Templates from FTP. In case no Internet Connection is available on the machine then you will not be able to view below displayed message box and Workflow Templates that were previously loaded on your local machine will be displayed in the drop-down list.


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