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CASH Workflow
What's New
Product Monthly Release Schedule
Overview and the Dashboard
Accessing CASH Workflow
Dashboard Overview
User Settings and Notifications
Left Pane
Dashboard Sections
Active/Inactive Sessions
Managing Views on Grids and Reports
Standard View
Creating a Custom View
Setting a Custom View as a Default View
Renaming a Custom View
Updating a Custom View
Sharing Grid and Report Views
Groups and Locations
Assigning a Location to a User
Viewing a User's Groups and Locations
Sharing a Process Template with a Group or Location
Error Message when Accessing a Process or Task
Logging into Workflow and Viewing an Empty Dashboard
Syncing Users with Groups and Locations in CASH Suite
Integrated Tasks
Configuring Integrated Tasks
Executing an Integrated Task
Completing an Integrated Task
Spread Financial Statement
Spread Tax Return
Spread CRE Operating Statement
Enter Rent Roll
Administrators: Roles and Users
Setting up Users and Roles in CASH Workflow
Roles in CASH Workflow
Users in Security Administration
Security Administration Default Roles and Default Permissions
Users in CASH Workflow
Administrators: Data Views, Data Entity Types, and Configuration
Data Views Page
Data Views: Summary View
Data Views: Data Card
Data Entity Types
Configuration
Administrators: Process Templates
Process Templates Page
Before Creating a Process Template
Process Template Overview
Steps for Creating a Process Template
Testing a Process Template
Importing and Exporting Process Templates
Dispositions and Document Categories
Creating a Disposition
Editing Dispositions
Deleting Dispositions
Creating a Document Category
Editing a Document Category
Users: Processes
Processes (Left Pane)
Processes Grid
Process Details Page
Deleting, Stopping, and Pausing a Process
Users: Tasks
Tasks (Left Pane)
Tasks Grid
Task Details Page
Completing a Task on the Task Details Page
Claiming a Task
Assigning a Task
Reassigning a Task
Reports
Pipeline Reports
Performance Reports (For Administrators)
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