Processes

You can work with processes associated with cases from a Word, Excel, or PowerPoint document. To process a document in WorkZone Process, the document must be saved on a case. A document can be included in more than one process.

A process is always based on a case. When you start a process from a document, the process starts on the case of the current document.

You can find detailed information about working with processes in the WorkZone Process User Guide.

  1. About WorkZone Process
  2. Start a new process
  3. Work with tasks