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Business Process – Allows administrators to enter the Business Processes available for selection in the Document Details section.  The Business Process selection will drive the Document Levels available for selection. 

1. Business Process
2. Adding a New Business Process
3. Deleting Existing Business Processes
4. Edit/Modify an Existing Business Process
5. Exporting Business Process List to Excel

1. Business Process

1. Click on the Setup Icon
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Business Process menu item in Setup.
5. Click on the Export to Excel Icon.
6. Open the downloaded Excel to view the Business Process.

2. Adding a New Business Process

1. Click on the Setup Icon
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Business Process menu item in Setup.
5. Click on the Add button.
6. Complete the Details in the Business Process screen and click on the Save Button.

3. Deleting Existing Business Processes

1. Click on the Setup Icon
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Business Process menu item in Setup.
5. Select the Business Process from the Business Process List.
6. Click on the Delete Button.
7. After clicking on Delete Button, a Pop-up window will show a message You are about to delete a record(s). Continue?. Click on the OK Button

4. Edit/Modify an Existing Business Process

1. Click on the Setup Icon
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Business Process menu item in Setup.
5. Select the Business Process from the Business Process List.
6. Edit the details in Business Process screen and click on the Save Button.

5. Exporting Business Process List to Excel

1. Click on the Setup Icon
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Business Process menu item in Setup.
5. Select the Business Process from the Business Process List.
6. Click on the Export to Excel Icon.
7. Open the downloaded Excel to view the Business Process.

Additional Reading