WorkFlow: Collateral

Article ID: 3057
Last updated: 27 Jun, 2024

WorkFlow provides additional functionality to Practice Manager including advanced workflow and work management, dashboards and multiple offices. Within these three key areas of functionality there is plenty of flexibility to cater for the differing requirements in every practice.

We have collated all the information we think you'll need to get started on the setting up, using and reporting within the module so that you can get the most out of it for your practice.

Starting with WorkFlow


These articles provide details on setting up and configuring dashboards and widgets and setting up multiple dashboards.
  1. Dashboards and Widgets KB
  2. How do I create a Dashboard? KB
  3. How can I use Multiple Dashboards? KB
  4. Filtering by Office in Dashboard Widgets KB
  5. How to Create a Dashboard Video

Other Collateral

Take a look at the Communications Centre: Collateral KB for more information on how to use WorkFlow with Communications Centre.
Article ID: 3057
Last updated: 27 Jun, 2024
Revision: 66
Views: 1936
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