Admin

Workflow Summaries
Within SCView there is a Workflow Summary email that is sent out on a fixed schedule to any approver that has items to approve. It is important to understan...
Tue, 1 Nov, 2022 at 12:58 PM
Creating Drag and Drop PDF Templates
This guide will cover how to create your own custom forms using the drag and drop feature. This is an Admin only feature. If you are an Admin and do not hav...
Mon, 20 Feb, 2023 at 3:50 PM
Users: Setting Up Account Filtering
    Introduction In this guide we will cover setting up account filters for users within SCView. A. Problem statement My users are able to see a...
Thu, 21 Nov, 2024 at 11:13 AM
Workflow: Require Multiple Approvals in Same Queue
    Introduction To enhance the system's functionality by integrating a new feature termed "minimum clicks option" for queue actions. T...
Mon, 6 Jan, 2025 at 10:23 AM