Course curriculum

  • 01

    Welcome to Clarity Courses

    • What to expect with Clarity Courses

  • 02

    Section 1: Welcome to Workflow

    • Welcome to FYI Workflow

    • In this Course

    • An Overview to Workflow

  • 03

    Section 2: Basics of Workflow

    • About Read-Only Documents

    • Workflow Settings & Statuses

    • Interacting with Documents using Workflow Statuses

    • Workflow Function Example - Emails

    • Knowledge Check

  • 04

    Section 3: Managing Documents with Workflow

    • Tracking Workflow Documents

    • Using Notifications to Track Workflow Documents

    • Using your Home Dashboard to Track Workflow Documents

    • Using Filtered & Saved Views to Track Workflow Documents

    • Knowledge Check

  • 05

    Section 4: Reviewing Function using Workflow

    • Reviewing & Requesting Changes to Documents

    • Approving Documents

    • Advanced Reviewing: Multi-Level Approval

    • Knowledge Check

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