Resource Manager Users Guide

Integration - Interaction with WorkflowManager

WorkflowManager is a skillset of PortalsXpress and is a solution designed to help you manage online project workspaces and automate recurring processes using powerful workflow automation solutions.

Using the Share toolbar button (i.e., Copy as Shared) in DocumentManager, you can insert documents into a project workspace folder that points directly to the original document. This allows you to modify a single document from either the project or DocumentManager, and eliminates document revision control problems.