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Lesson #2 - Assignments

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Brendan Lawrence
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ONLY PERFORM ASSIGNMENTS IN SANDBOX

Assignments

  1. Update the document table view to your liking using the Customize button
  2. Email a screenshot of the table with a subject of Lesson 2: [company] - [your last name] to training@zenqms.com
    • Example:
      • Lesson 2: Halted Pharmaceuticals - Lawrence

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  1. Create a document category called Lesson 2 Document Category - [your last name] that includes a workflow step
    • Example:
      • Lesson 2 Document Category - Lawrence
  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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