Preparation of the document's route pattern
- Preparation of the route
-
The route of any of the documents we have created the user can define himself, creating appropriate orders. But you can create the route of the document in advance and use it. For example, we will assume that the commercial offer is being prepared in the marketing department, agreed in legal department, approved by the director or his deputy and transmitted to manager to send to contractor.
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- Creating business application
- Defining solution boundaries for business applications
- Configuring access to folder
- Configuring access to folders
- Creating basic document type named “Marketing document”
- Creating of a document type
- Creating “Correspondents and contacts” warehouse
- Creating “Marketing documents” warehouse
- Creating of a documents library
- Customizing folder’s view
- Document fields
- Document functions
- Preparation of the route
- Testing the route
- Testing the solution
- Customizing folder’s view
- Using the mechanism of “Inherited document types”
- Using the mechanism of adding fields