Attaching Workflows

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Workflows are attached differently depending on the workflow types; e.g.

  • Client/Contact workflows are launched from the Workflow Tab of the client or contact.
  • Assignment Jobs workflows are launched from the Start Workflow option within the right click pop up menu of the job.
  • Document workflows are launched within either the Add or Create document screens.
  • Personal Tax workflows can either be launched from within a clients’ return or from a batch creation option.
  • Corporation Tax workflows can either be launched from within a clients’ return or from a batch creation option.
  • Accounts Production workflows are launched from within an Period Start/End range.

Note: For further information on launching workflows from specific plug-ins, please refer to the user guide for each product.