Create a document review Document reviews can be created as part of the filing process so that documents can be sent for review by...
So, we’ve changed a few things… If you’re migrating from Docman 7 or 8 to Docman 10, we’ve created this quick reference guide to help you...
Task Templates Task templates are a great way to design tasks according to your organisation’s processes. You can decide which users or...
Managing Tasks Task Inbox The task inbox is accessible from the tasks icon on the notification and navigation bar. The tasks shown...
Workflow templates – “AutoStart” AutoStart is a great way of streamlining your workflow process when there is a regular task process within your organisation....
