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What is WBD? | Help & Support

This guide is written for WBD Site Administrators. It assumes that you have basic system access, as well as access to the Admin tab. It will cover all Site Admin functions, such as managing users, groups, access controls, automated notifications, and configurable forms.

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What is WBD? | Help & Support | help.wbdhost.com Reviews
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This guide is written for WBD Site Administrators. It assumes that you have basic system access, as well as access to the Admin tab. It will cover all Site Admin functions, such as managing users, groups, access controls, automated notifications, and configurable forms.
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1 help and support
2 utility links
3 release notes
4 primary navigation
5 getting started
6 tracker
7 approval era
8 filesharing
9 asset manager
10 total workflow
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help and support,utility links,release notes,primary navigation,getting started,tracker,approval era,filesharing,asset manager,total workflow,what is wbd,dashboard,reporting,users,groups,access controls,notifications,notification log,forms,search form
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What is WBD? | Help & Support | help.wbdhost.com Reviews

https://help.wbdhost.com

This guide is written for WBD Site Administrators. It assumes that you have basic system access, as well as access to the Admin tab. It will cover all Site Admin functions, such as managing users, groups, access controls, automated notifications, and configurable forms.

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1

Electronic Routing and Approval (ERA) | Help & Support

https://help.wbdhost.com/content/electronic-routing-and-approval-era

Electronic Routing and Approval (ERA). The ERA application provides corporations and their departments the ability to electronically route design and other projects to key stakeholders for comments and signoff, removing the time-consuming burden of manually obtaining approval from team members. With ERA, approval teams spend less time with administrative duties and more time with vital tasks at hand. The basic function of Approval is to get a proof posted, assign users to review, and get approval.

2

Users | Help & Support

https://help.wbdhost.com/content/users

Users are the people that can access your workflow site. Each user logs in with an email address and a password. To find users easily, you can search using the controls at the top of the screen. The search box at the top of the screen will search the user’s profile, trying to find a match (for example, in the name field, the email field, etc). Accessing a User’s Profile. Simply click on the user’s name in the list. The User Details screen will appear. See Passwords for more details. If your site generate...

3

FileSharing | Help & Support

https://help.wbdhost.com/content/filesharing

FileSharing saves time and money by automating package assembly and eliminating the need to manually burn and ship CDs to clients and vendors. FileSharing delivers large files containing approved designs to printers and pre-press vendors, saving time for creative staffs, reducing project costs, and ensuring files reach their destination quickly and securely. The process of using FileSharing to transmit files between users can be broken down into three areas:. Assign and Edit Details.

4

Getting Started | Help & Support

https://help.wbdhost.com/content/getting-started

We've built this site to give you, our customers, instant access to the answers you need to utilize our workflow systems to the fullest. Here you'll find walkthroughs, tips and tricks, and basic descriptions of every feature you'll come across on your workflow website. The top menu will get you started with each module and the side link list will guide you through each step. Give us a call (978) 998-6635. Or drop us a note support@workflowbydesign.com.

5

Managing Forms | Help & Support

https://help.wbdhost.com/content/managing-forms

Configurable forms allow you to customize the data that can be stored in various parts of the system. For example, in Tracker, Form Tabs utilize a preconfigured form, which is maintained in the Admin section of the site. By editing configurable forms, you can determine which fields are available. 1 Form and Field List. This area provides a nested lists of all the configurable forms and fields that are setup in your site. 2 Form and Field Details. A column breaks fields up into columns, which can be very ...

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