Menu Editor

The Menu Editor allows the user to add new, or edit existing workflow options under the specified views below in the SmartSolve© menu for initiating and searching for records.

Document Management Default Menu Options

Menu Tab Description

Home

The Document Management section contains the functionality specific to Document Management:

  • Create Records
  • Documents
  • Document Types
  • Change Orders
  • Change Requests
  • Find Records
  • Documents
  • Document Types
  • Change Orders
  • Change Requests

See the Portal Dashboards for more information.

For additional information, see Menu Editor in the Studio Designer Help System.

See Also

Entity Designer

Forms Designer

Workflow Designer

Portal Dashboards

Translation Editor

     

 

 
Friday, September 25, 2015
9:38 AM