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ZeroCodeWorkflow Getting Started

The document provides a step-by-step guide for getting started with ZeroCodeWorkflow, including how to log in as an Administrator and manage employee registrations. It explains the functionalities available under the Admin Main Menu, such as assigning roles, managing process instances, and creating electronic filing cabinets. Additionally, it outlines how to access customer services and support options for users.
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0% found this document useful (0 votes)
4 views4 pages

ZeroCodeWorkflow Getting Started

The document provides a step-by-step guide for getting started with ZeroCodeWorkflow, including how to log in as an Administrator and manage employee registrations. It explains the functionalities available under the Admin Main Menu, such as assigning roles, managing process instances, and creating electronic filing cabinets. Additionally, it outlines how to access customer services and support options for users.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

ZeroCodeWorkflow Getting Started

1 INTRODUCTION
Recollect that when you created your ZeroCodeWorkflow database (by visiting [Link] and
clicking Start your 14-day ZeroCodeWorkflow trial today !), you received a message that looked like this:-

Figure 1

Furthermore, in your email, you would have received your default Administrator password.

Accordingly, visit [Link] whereupon you will see the following screen:-

Figure 2

Now input your Organization ID, let us say ZSLCGE, and click SUBMIT. You will now see the Main Menu of
ZeroCodeWorkflow:-

Figure 3

You, being the Administrator, should now click ADMINISTRATOR, whereupon you will see the following
login screen:-

Figure 4

Now input your password and click SUBMIT.

If you do not remember your password, click Know your password / Change password ? in the login screen
(Figure 4), whereupon you will see the following forms:-
Figure 5

In the lower form, input your Email ID and click SUBMIT, whereupon you should see your password in
your email INBOX, else in your spam folder. If you did not receive your password in your email, repeat the
process, whereupon you should definitely see your password in your email.

When you input your password and click SUBMIT in the login screen (Figure 4), you will see the following
Admin Main Menu:-

Figure 6

Under the EMPLOYEES tab, you can register one or more employees. And when you register an employee,
that employee will receive his / her default password by email. You can click Assign Roles, in order to
assign roles to selected employees. Assignment of roles is relevant to our application, ZeroCodeWorkflow;
please read ZeroCodeWorkflow User Guide, to know the purpose of assigning roles. You can select
Register Alternate Administrators, and register one or more of the employees as Alternate
Administrators. And when you click Generate List of Employees, you will see the current list of registered
employees:-
Figure 7

When you click PROCESS INSTANCES tab in the Admin Main Menu (Figure 6), you will see the following
menu:-

Figure 8

Only you, the Administrator, are authorized to terminate (i.e., completely remove from the database) a
current or an archived business process instance.

By clicking eFiling Cabinets in the Admin Main Menu (Figure 6), you can create one or more named
electronic filing cabinets. Into each filing cabinet, you can upload upto 100 documents.

Only the original Administrator (not an Alternate Administrator) can click Customer Services in the Admin
Main Menu (Figure 6), and avail the services of SAAS PROCESSES PRIVATE LIMITED. Upon clicking
Customer Services, this is the login form he / she would see:-
Figure 9

Caution: The original Administrator must login using his / her Customer Services password, which is
different from his / her Administrator password. In order to retrieve or change his / her Customer Services
password, he / she should click Forgot/change password ? in Figure 9.

Upon logging in, he / she can access the following Customer Services Menu:-

Figure 10

Click HELPDESK, in order to avail our support. We will typically respond within 1 working day.

Click VIEW STATEMENT, in order to view your account statement.

Click MAKE PAYMENT, in order to make online payment of SaaS charges to SAAS PROCESSES PVT. LTD.

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