Workflow Tab

Changing Workflow Menu Button Icons (V12 Updates)
You can select from a variety of icons or coloured folders to use as Workflow Menu Buttons via the Admin Tab > Create/Manage Workflow button. Cl...
Tue, 13 Oct, 2020 at 12:09 PM
Multi Delete Disabled Workflows (V12 Updates)
This can be achieved via the Admin Tab - Create/Manage Workflow button. Note, only Disabled Workflows can be multi-deleted. To disable a Workfl...
Tue, 13 Oct, 2020 at 12:04 PM
Advanced Email Workflow
The new advanced email workflow is a new enhancement on the old workflows for emails ONLY. It allows for multiple triggers, but also now allows for multiple...
Mon, 13 Sep, 2021 at 2:36 PM
Advanced Document Workflow
Advanced Document Workflow differs from Advanced Email Workflow by working with all document types, not just emails and instead of looking into email folder...
Mon, 13 Sep, 2021 at 2:37 PM