Using WorkflowManager - Related Items

General Information
The Documents/Related Items screen allows you to establish contacts (individuals) and files that are related to a project or template. The screen also allows you to set padlock permissions.

The tree control list on the left pane of the screen displays the digital file that is associated with your specific project or project template. Each project's digital file automatically has a Contacts folder and a Forms folder. New folders can be added by clicking on the New Folder toolbar icon.

The toolbar icons and the available functionality varies depending upon the hierarchy level of the digital file tree control list. For example, if you click on the project folder you can add a new folder, add a contact note, and insert a new digital item. However, if you click on the Contacts folder the icons change to allow you to add a new related contact. Position the mouse cursor over a toolbar icon to read the popover caption.

The Documents/Related Items screen that is available in WorkflowManager is actually a part of the ContactManager skillset. Typically in WorkflowManager the screen is used to establish contacts, forms, and padlocks.

To access the Documents/Related Items screen do the following:

• For projects, access the Projects screen (tab).
• From the Departments tree control list in the left pane of the screen, select the specific department or office-wide group for the project.
• For an existing project, select the project from the Projects display (right pane) and click on the "Details" toolbar icon. For starting a new project, click on the "Start Project" button and complete the general project information.
• Click to make the Documents/Related Items tab the active tab.
• For templates, access the Projects screen (tab).
• From the Departments tree control list in the left pane of the screen, select the specific department for the project template.
• Click on the "Template" toolbar icon.
• For an existing template, select the template from the Project Templates tree control list. For starting a new template, click on the desired department or office-wide group from the Project Templates tree control list then click on the "New Project Template" toolbar icon.
• Click to make the Documents/Related Items tab the active tab.