Setting up a process flow

Use this procedure to set up a process flow to run in EC.

  1. Access the Agreement View tab and select an agreement to use.
  2. Access the Processes tab. In Selected processes pane, right-click on a blank space and select a process step from the list.
  3. At the prompts, define the process details and confirm to add.

    For more information on field details and available options for each process step, see Process steps.

  4. Save the Process Flow when finished.
  5. Save the message after adding process steps.

Repeat steps 2-5 to add as many process steps as you may require to fulfill your process flow structure.