Workflows (12)

Introduction to Workflows

Created by Kylie Mitchell, Modified on 09 Jan 2023 by Kylie Mitchell
Creating Steps on your Workflow

Created by Kylie Mitchell, Modified on 10 Jan 2023 by Kylie Mitchell
Configuring your Workflow

Created by Kylie Mitchell, Modified on 10 Jan 2023 by Kylie Mitchell
Edit Workflow Step Screen

Created by Kylie Mitchell, Modified on 10 Jan 2023 by Kylie Mitchell
Edit Workflow Step Screen - Accounting Restrictions

Created by Kylie Mitchell, Modified on 10 Jan 2023 by Kylie Mitchell
Edit Workflow Step Screen - File Note

Created by Kylie Mitchell, Modified on 10 Jan 2023 by Kylie Mitchell
Edit Workflow Step Screen - Trust Accounting Data

Created by Kylie Mitchell, Modified on 10 Jan 2023 by Kylie Mitchell
Edit Workflow Step Screen - Sales data

Created by Allison Cloyd, Modified on 10 Jan 2023 by Kylie Mitchell
Edit Workflow Step Screen - Parties

Created by Kylie Mitchell, Modified on 10 Jan 2023 by Kylie Mitchell
Edit Workflow Step Screen - Related Matters

Created by Kylie Mitchell, Modified on 10 Jan 2023 by Kylie Mitchell