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DocStar ECM and ERP Sales Order Automation: IDC Quote

For ERP users, the IDC Sales Order With Quote workflow is the second of the two primary workflows included in DocStar Sales Order Automation. Learn the details of the happy path for this workflow here.

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Active Home Page Tour

Active Home Page Tour

Accessing the Main Menu in the Active Home Page

Accessing the Main Menu in the Active Home Page

Using Favorites and Recents in the Active Home Page

Using Favorites and Recents in the Active Home Page

Changing the Workstation in the Active Home Page

Changing the Workstation in the Active Home Page

Adding a Widget to the Home Page

Adding a Widget to the Home Page

Accessing Utilities in the Active Home Page

Accessing Utilities in the Active Home Page

Searching for Help from the Active Home Page

Searching for Help from the Active Home Page

Changing the Company in the Active Home Page

Changing the Company in the Active Home Page

Using the Search Panel in the Active Home Page

Using the Search Panel in the Active Home Page

Changing the User in the Active Home Page

Changing the User in the Active Home Page

Changing the Language in the Active Home Page

Changing the Language in the Active Home Page

Changing the User Workstation in the Active Home Page

Changing the User Workstation in the Active Home Page

Using a Published Layout as Your Own

Using a Published Layout as Your Own

Adding a Logo in the Active Home Page

Adding a Logo in the Active Home Page

Understanding the Settings in the Active Home Page

Understanding the Settings in the Active Home Page

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