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start [2014/11/24 22:42] geelling created |
start [2017/04/19 20:33] andrewbreese Dashboard replaces workflow manager as 1st contact screen |
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- | Welcome to the documentation wiki for Moneywise Forms & Workflow | + | ==== Welcome to the cuForms user manual ==== |
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+ | This manual will be updated regularly as the system is developed and used. If you'd like to help create this documentation, please ask for a login. | ||
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+ | **Using cuForms** | ||
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+ | The main screen in cuForms is the [[dashboard|Dashboard]]. This is where submitted forms are first seen by users. | ||
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+ | The other main functions available are: | ||
+ | *Account Administration (editing key information about your organisation and account settings) | ||
+ | *Forms Manager (build and edit [[document_manager|forms]] and [[usingworkflow|workflows]]) | ||
+ | *Reports | ||
+ | *Scheduled Reports | ||
+ | *User Management (create users and grant access to system functions) | ||
+ | *Workflow Manager (manage the processing of submitted forms) | ||
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+ | See section on [[special treatment]] for address lookups, etc | ||
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+ | See section on [[responsive HTML5 forms]] for how to create and call mobile-friendly forms | ||
- | This wiki will be updated regularly as the system is developed and used. If you'd like to help create this documentation, please ask for a login. |