Documents

Product version:
7.2, 7.1, 7.0
Product edition:
  • Community
  • Teamwork
  • Efficiency
  • Performance

Many business processes require documents, or exist because of documents. For example:

  • A process to claim travel expenses includes scanned copies of receipts, a company credit card statement, and a list of currency exchange rates.
  • A process for considering candidates for a position includes CVs and a job description.
  • A process for approving a document for publication includes the document itself and a quality checklist.

Documents can also be attached to processes to provide supplementary information. For example, a travel expense claim process could have an attached document detailing the expense policy of the company. Users have the option to download the document if required.

The content of this page is for authenticated users only.

Last update on Jan, 21 2016