ProcessPro

An explanation of the features on the managed documents summary screen.

Managed Document Summary Screen Navigation

A guide to creating a new managed document, and understanding the features of all managed documents.

Create a Managed Document

You can associate a process/ value stream with a managed document. You can also associate a managed document with another managed document

Associate Processes and Managed Documents

When creating a new managed document or attachment or role, check to see if the title or document title is existing to avoid duplication

Check role titles and document titles for duplicates

This article explains how to select an existing Managed Document Type or create a new one in the destination company when transferring a managed document.

Using Existing or New Managed Document Types in a Transfer

Hylet Pistorius

Managed Documents

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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