General Usage

Setting default workflows

4 views May 11, 2018 August 14, 2018 admin 0

Institution Administrators may chose default Incoming and Outgoing Case Workflows. To enable this setting, follow these steps:

  1. Click the settings icon in the upper-right corner. From the menu select Settings.
  2. Click the create icon.
  3. In the Settings field, select the default incoming and outgoing workflows for your institution.
  4. Click the save button to save all changes.

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