All your created templates will display within the ‘Templates’ tab.A document can be started from this Template Listview, if you have the required start permission. The following process must be followed,
Click the ‘Start’ button.
Provide a Name and Description for the new process flow. The workflow of the template will be displayed as a preview from your sidebar.
Here you are given the option to ‘Enable Password Protect’ and provide a password for the process flow.
Once you have filled inall the detailsas required you can click the ‘Next’ button to move on.
Complete the tools which are assigned to you.
You have the option to add Note and StickyNote tools and attachments as per your need.
Once you have filled inthe assigned tools, then select the ‘Next’ button to continue.
Finally, provide your user account password to finish the process.
The started document should be in the next user’s Z-Vault Inbox baskets and your Inbox basket accordingly.
To create a document specific template, you must first navigate to the ‘Templates’ tab and select the ‘Create’ button. · Here, all 4 template types will be displayed. Click on the ‘Document Specific’ tile. Thereafter, please follow the below ...
To create a user specific template, you must first navigate to the ‘Templates’ tab and select the ‘Create’ button. Here, all 4 template types will be displayed. Click on the ‘User Specific’ tile. Thereafter, please follow the below steps to proceed ...
To create a dynamic template, you must first navigate to the ‘Templates’ tab and select the ‘Create’ button. Here, all 4 template types will be displayed. Click on the ‘Dynamic’ tile. Thereafter, please follow the below steps to proceed with ...
To create a document specific template, you must first navigate to the ‘Templates’ tab and select the ‘Create’ button. Here, all 4 template types will be displayed. Click on the ‘Dynamic’ tile. Thereafter, please follow the below steps to proceed ...
First, navigate to ‘Z-Vault’ and click ‘Create’ to start creating a quick sign document. Then select the ‘Quick Sign’ tile and click ‘Next’ Now you can upload the files you want to process. Upload a File Select the file required, from ...