Add a Step from another Step
1. Click [>] button of a Step box.
2. Click [Add Step] option.
Add a Step from a Phase and Flow line
Available when the intersection of a Phase and a Flow line is empty.
1. Click [+] button on the Flow line.
Available Step in a Phase
Depending on which Phase you are working on, the Step can be different. The table below shows the available Steps for each Phase.
Type of Phase | Available Step |
---|
Edit & Review | Edit Step Edit Step (offline) Review Step
|
Formal Approval | |
Signing | |
Delivery | |
Combining | |
Private External | |