CobbleStone Documentation Wiki Welcome Guest: 6/24/2024 11:13:32 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
E-Approval Flow/Groups - Document Generation   
Page last modified on Monday, October 1, 2018 11:35 AM (by Nash DeVita) (initially created on Friday, November 16, 2012 4:15 PM)
Assigned to: E-Approvals - Document Generation
  Generate Manual Print View
 
Page Content
 
 
E-Approval - Document Generation: Flow/Groups

The next screen is where authorized users are able to manage the E-Approval Process and its participants that have already been defined on the template side. Authorized Users can add new participants to the already-defined E-Approval Flow Steps and/or edit the participants who had previously been assigned. 

From this page, users can perform the following actions:

1. Add Participant: Authorized Users are able to add a participant to a flow step that has already been created. Users cannot create or add a new flow step to a generated Document Package; however, they are able to assign additional employees, roles & groups or client/vendor contacts as participants in one.

2. Set Participant: Authorized users are able to set a new or change a participant for a flow stop. Participants that can be assigned include individual employees, roles & groups, and client/vendor contacts.

 
 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
 
 
   
 
Files & Attachments
 
  
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.