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Use the Workflow Diagram

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The workflow diagram shows a visual representation of the selected workflow process, which you can click to view or edit.

View Workflow Diagram

  1. From the menu select Maintenance > Workflow Templates.

  2. Click the name of the template to open.

  3. Click View Diagram.

  4. Click a process, for example Receive Data from Client (available for the Tax Return Completion template).
    The steps involved in the process appear at the bottom of the window.

  5. Modify the steps and click Save and Close when done.



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