Completing the Forms

 

Following are overall procedures for filling out a business process form. Each form will be different, depending on the type of business process it is. For an overview description of the form, see "About Business Process Forms".

 

Fill out the form

Save a draft of a business process

Adding and Managing Line Items

Adding and Managing Line Items Using the Grid Feature

Adding and Managing General Comments

Working with File Attachments and Markups

Linking Business Process Records

Linking uMail Messages to a Record

Attaching External Emails from the Project or Shell Mailbox to a Record

Adding or viewing a map (geo-coding)

Adding an image

Adding a hyperlink

Viewing Referencing Records

Spell-Checking a Form

 

 

 


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