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Showing posts from May, 2014

Domain Shared Template, my favorite approval members and mobile approval.

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Now you can save your favorite process line and create domain shared templates in Default UI. Previously, these features existed only in Classic UI. Through this release, you are able to put together 4 different documents into one template and designate often-used process line in Default UI.

1. Personal Template


After creating document(s) and/or adding reviewers, you can click “Publish contents and members as my template” button to create a template for personal use.

1-1. Adding and using personal templates

(A) All-in-One mode/Edit mode

(B)Process Pop-up window After adding all of the reviewers, you can click “Publish contents and members as my template” button to create a template for your personal use.

C) Process using my template in Process menu

Your saved personal templates can be found in “My template” menu under Process menu.

You can begin process directly from your template by checking the box next to the template title and clicking “Start Process” on top right corner of the screen.

Th…