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"Worklows" are sets of questions which are created by the user. When a new job is created the answers to these questions are entered by the user and available to export to the Word templates.

 

Example:

IT repair company: Could have a "PC repair" and a "Server Repair" workflow. Under the PC Repair there could be questions like: Make, Model, Hard drive size, RAm size etc.

Garage company: Could have a "New car details" and a "Used car details". Under used car workflow there could be questions like: Make, Year registered, mileage, colour etc..

Each question is assigned a unique print mark. when entered into the template, the print mark will be replaced by the data entered by the user for that job.

 

Before you can enter any data into the workflows you must first create them - click here to see how to create new workflows

 

Create a new Job and while on the "Job Edit" screen, select the "workflows" tab:

 

 

The Data entry screen will appear

navigate using the arrow up / arrow down keys or the onscreen "enter" and "previous" buttons

Once complete, click "save/Close"

All answers will be exported to the print marks entered onto the templates.