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Processes

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What is a DocsCube Process? What is a Request Form? What is a Request? How to set up DocsCube Process?

What is a Request?

Nikola

Last Update setahun yang lalu

A Request is an instance of a DocsCube process. It is created when a user or external party fills out a request form. All requests are displayed on the process overview screen.

  • Single Stage Process: Requests are listed under the List tab.
  • Multi Stage Process: Requests appear as cards in the Kanban view tab.

    • Requests can represent different information depending on the process, such as:

    • A document generated as part of an NDA automation process
    • A client who submitted a service request
    • A quote for a sales quotation
    • Any other information you want to manage centrally

    Clicking on a request instance on the process overview screen will display a modal showing all the information and status regarding that request. This includes:

    • Request form information
    • Process phase
    • Workflows executed
    • Documents generated
    • Activity history
    • Files
    • Tasks
    • Comments

    For more information, please read ‘Processes / Request Form Setup’.

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