Lesson #2 - Assignments

ONLY PERFORM ASSIGNMENTS IN SANDBOX

Assignments

  1. Update the document table view to your liking using the Customize feature
  2. Email a screenshot of the table with a subject of Lesson 2: [company] - [your last name]-document to training@zenqms.com
    • Example Subject Line:
      • Lesson 2: Azer Pharma - Zahradnick-document

Back to the video

 

 

  1. Create a document category called Lesson 2 - [your last name]-document-category that includes a workflow step
    • Example Document Category:
      • Lesson 2 - Zahradnick-document-category
  2. Assign the user group that you created in Lesson #1 as the Workflow Step User
  3. Add the same user group to the document category users table

Back to the video

 

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