Enter Instructions for Users

You can provide instructions to users who will be submitting documents for
processing and approval. (This documentation refers to these users asoriginators.)

For example, suppose you are creating a purchase requisition workflow. The
instructions you provide can be viewed by users entering purchase requisitions in
the Purchase requisitions form.

Use the following steps to enter instructions for users.

1. Click Basic Settings in the Action Pane.

2. In the Submission instructions text box, enter the instructions.

3. If you want to personalize the text, you can insert placeholders.

Placeholders will be replaced with the appropriate data when displayed to users. To insert a placeholder:

a. Click in the text box to specify where the placeholder should appear.

b. Click Insert placeholder.

c. From the list that is displayed, select the placeholder that you want to insert.

d. Click Insert.

4. If you want to add translations for the text, click Translations. In the form that appears, do the following:

a. From the Translate to field, select the language in which you will enter text.

b. In the Translated text box, enter text in the language you selected.

c. Click Close.

Regards,
Hossein Karimi