Getting Started with the Workflow Area

This guide contains details of all the functions and uses of the Workflow Area. It is organized into sections that deeply describe options available around each major function in the Workflow Area.

The best place to start learning is by going through the Quick Walkthrough of the Workflow Area and watching all of the “how-to” video tutorials presented for each step in the Workflow.

Before you start using the Workflow Area, you need to design Workflows in PaperSave Configure Area. Once all the required Workflows are created and necessary configurations are done in Configure Area, then you are ready to utilize Workflow area to add, validate, submit, and view Workflow documents.

To access and manage Workflow, go to the Navigation Area and click on the Workflow.

You can learn more about getting started with the Workflow Area in the video: