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User Guide

The Basics

Document Lifecycle

Changing a procedure name
Editing and Publishing Documents
Finding your way around Documents
How do I convert a document into a draft?
Resetting or changing your password
Why aren’t I getting system emails from Flow?
Why can’t I reset my password?
Why isn’t my password saved?

Daily Use

Changing user interface language
Completing tasks
Creating a document
Deleting Documents
Read & Sign
Related Documents
Saving documents to your computer
Setting approval workflow options
Starred Items
Viewing and saving documents

Misc

Browser and device compatibility
Deleting a Document
How do I fix a scrambled display?
Signing In
What are procedures?
What is validation (renewal)?

System Administrator

Users And Groups
- Creating a new user
- Managing users and groups

Adding News Flashes
Automatically adding information to documents
Folders - Add / Edit / Remove
Granting Editor Privileges to a user
How to Clone a Test
Reports
Roles and Privileges
Setting viewing permissions
SOP Periodic Renewal
Tracking Signatures

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