Are you wondering how to set up you workflow within your Filehound instance? Well you came to the right place! At FileHound, we have created an easy to use dashboard to help you configure your workplace workflow in a few simple steps. So, lets get started!
NOTE:
You will need to have administrative access in order to carry out these steps
STEP ONE: Navigate to the Admin Panel.
STEP TWO: Navigate to the Workflow Manager from the charm bar on the left of your screen.
STEP THREE: Open up the Categories tab. In here you will be able to configure your list of approvers for each Cost Category.
NOTE:
You will need to have administrative access in order to view the admin panel. Before your FileHound handover session, we at FileHound would have worked with you to understand what Cost Categories you want and we will go ahead and set them up for you in advance.
STEP FOUR: To configure your workflow approvers, select a category from the list shown. This will open up the Approval Category modal. It's within this modal that you can decide;
who will be an approver
what their approval limit is
how long the escaltion period is before the document gets moved to the next approver in the chain
NOTE:
You will need. If you would like to set up a new Cost Category to be used, please reach out to us here at FileHound by raising a ticket on our support desk here.
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