Viewing and Managing Document Workflow Categories

To create a new document workflow category, perform the following steps:

1.     Click Download Options > Workflow categories from the Administration tab.

The Workflow categories page is displayed.

2.     Click Create to add a new document workflow category.

Another Workflow categories page is displayed.

3.     Select the workflow type for whom you are creating from the Type drop-down list.

4.     Enter the cost category code in the Cost Category Code field.

5.     Enter a brief description for the new workflow category in the Description field.

6.     Click Save to save the new document workflow category created.