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start [2014/11/24 22:44]
geelling
start [2017/04/19 20:33] (current)
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 ​==== 
 + 
 +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. 
 + 
 +**Using cuForms** 
 + 
 +The main screen in cuForms is the [[dashboard|Dashboard]]. ​ This is where submitted forms are first seen by users.  
 +  
 +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) 
 + 
 +See section on [[special treatment]] for address lookups, etc 
 + 
 +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. 
start.1416865473.txt.gz · Last modified: 2017/02/20 16:49 (external edit)