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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