Contents


Category and category group management

Explains how to create, rename and delete categories and category group.

Configuring metadata (fields and attributes)

Explains how to add fields and attributes to categories.

Configuring a process

Shows how to configure a process.

Configuring the main file

Shows how to create different types of categories according to the file and how to associate templates to categories.

Configuring automatic emails

Explains the different types of automatic emails and how to create them.

Configuring process controls

Explains the different types of state controls and show how to create them.

Configuring a custom view

Shows how to add custom views to categories.

Configuring category permissions

Explains how to establish permissions for categories.