Configure a New Role

1. From the Administration tab, click on the Roles tile.
2. To open a role that has already been configured, double-click the appropriate role in the detail area.

   -OR-

   To create a new role, click the Add button.

3. Follow the steps below to configure the role.

Step 1: Assign Users

Step 2: Assign Document Types

Step 3: Assign Rubber Stamps

Step 4: Assign Workflows and Statuses

Step 5: Assign Smart Forms

Step 6: Assign Quick Searches

Step 7: Assign Permissions