Welcome to the WorkflowMax Support
The Place to Find Information, Tutorials, FAQs, and More
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The WorkflowMax support
You might also find it helpful to look at the conventions and symbols used in WorkflowMax to show various status settings and options.
||Navigation menus. Use the support
|Side menu (on sub-pages only). Use the side menu to navigate to related topics within the current section of the support
Search box. For help on a specific term or phrase, type it into the Search box and press Enter (or select the Submit icon).
There are a number of search filters available. The default is to search all files in the support
If you need to find an exact phrase, such as "staff settings", enclose the phrase in double quotes. That will find each occurrence of the required phrase ("staff settings") rather than all occurrences of the individual words "staff" and "settings".
|Use the Print button to print the current help topic.|
Use the Expand/Collapse all button to show (or hide) all the hidden text in the current topic. See Drop-down text and Expanding text below.
|Remove Highlights||After a successful search for a keyword, all matching text is highlighted in yellow. If you are searching for a phrase, several
This text is hidden until you drop it down.
|Drop-down text. Some topics include drop-down areas that contain more detailed information. This detail is hidden until you open the drop-down area by selecting the icon or text.|
|This text is hidden until you expand it||
Expanding text. Use this button to show a brief tip, usually about a link to another topic. The tip is hidden until you open the expanding text by selecting the icon.
|Data field name||In the support
|Required field name||
In the support
In the WorkflowMax interface, these mandatory fields are flagged with a red asterisk (*).
|Unchangeable data field name||In the support
|[on-screen feature]||A brief description of an on-screen feature that is referred to in the help text but does not have a specific title, such as the [calendar] used to enter milestone dates.|
|Information shown like this is important for your understanding and effective use of WorkflowMax.|
|Information shown like this may help you use WorkflowMax more easily.|
|Information shown like this may be helpful.|
|Video (opens in new tab). Some help topics include short video clips that provide an audio-visual presentation of the information relating to the help topic itself. Just select the link then play the video.|
|option > option||
To reduce the number of steps in some instructions in this support
In the Business menu, select Invoices > + New > New Progress Invoice.
means that after selecting Invoices in the Business menu, you should then select + New and finally select New Progress Invoice (from the drop-down menu, in this example).
|or||Checkbox terminology. A checkbox is either selected or deselected to identify which options are required in WorkflowMax.|
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