Assign Rubber Stamps

  1. Open the Roles window and select the Stamps tab to associate stamps with the role. The grid displays a list of each stamp that has been associated with the role.
  2. To add a stamp to the role, click the Add button. The Select Stamp dialog is displayed. All stamps that have not already been associated with the role are displayed in the grid.
    1. To locate a stamp in the displayed list, enter a text string located within the item and click Search button. The stamps that contain the text string will be displayed in the grid. Click the Clear button to refresh the grid.
    2. Select one or more stamps and click OK.
    3. The selected stamps will be associated with the role on the Stamps tab.
  3. To delete a stamp from the role, select the stamp and click Remove.
  4. Continue this process until all appropriate stamps have been associated with the role.

Step 4: Assign Workflows and Statuses