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  1. MyWorkpapers
  2. Workflow Manager

Workflow Manager

Learn how this tool can help you manage the status and workflow for all of your files in your firm.

What is the Workflow Manager

  • What is the Workflow Manager

How to use the Workflow Manager

  • Workflow Manager - Viewing Files Assigned to Staff Members
  • Access and permissions for the Workflow Manager
  • Filtering and sorting files in the Workflow Manager
  • Updating the status and details of files
  • Displaying uncreated files
  • Printing and exporting

Creating custom status workflows

  • Creating custom status workflows

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