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Enterprise Organizer Pro - Overview

What sets Enterprise Organizer Pro (EOP) apart is that it's not just an efficient scanning program or a powerful PDF editor or even an intuitive document manager, it's that it's all three of those tightly integrated into each other so... Read More

End users

To make it possible to search at all, you have to active those users who should have access. Under End users, all users in the primary user system are listed, so it will be easy to click on those users you want to activate. Just remember to click ... Read More

Views

Overview Views can be added or edited and used to filter and sort the tasks shown on the Task List page General Information on the view such as a descriptive name is entered on this page. Assignment If a user would like to specify specific... Read More

Proxy/Assistant

Overview Under the Proxies/Assistants configuration, you can assign one or more users as your assistant. An assistant has the ability to work on tasks or start processes on your behalf. Use caution when making someone your assistant, as they would... Read More

Advanced Process Search

Overview The advanced process search gives you the ability to search for specific data element values on one specific process. Process Type Select a process type to begin the search Data Element Once the Process Type has been selected, you can... Read More

Process Search

Overview Active and completed processes can be searched using various criteria. The Process Search page allows users to specify certain information that will return a list of matching process instances. If any matching processes are found, they... Read More

Task Reports

Overview The Task Reports item will allow the user to display lists and statistics for tasks in certain processes. Processes include any Process for which the user is a member of the Management Group security group. Process Type Select the... Read More

Built in Reports

Overview A “Processes Initiated by Me” report is included with each installation. This report will generate a summary of all process instances initiated by the current user. It will list any active tasks associated with each process, including... Read More

Top Navigation

The top navigation bar provides instant access to the most used areas of the Web Interface. These areas include the Task List, Process Search, User Preferences, and Administration. Each area is discussed in more detail below. Read More

Task Detail

The Task Detail page presents the user with more detailed information about a task, including instructions for completing the task, its associated process data, and a list of its dispositions, or actions. The Task Detail page shows any process... Read More

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