Workflows: Summary

Workflows: Summary

Different workflows are available for CloudPCR users depending on your payment plan. Workflows are great for creating automated processes for your organization. It helps make your agency run more efficiently. Here are the different features you can use on the Workflow section.

Step-by-Step

1. Once you are on the home screen for CloudPCR, use the left side navigation menu and select Administration. Clicking on the Administration tab will create a drop down list of options for you to choose from. Select Workflows.




2. Once you are on the Workflows page, you will see the option to select whichever workflow is best for your organization. 

Here are the different WorkFlows you can choose from:









You may have to change your pricing tier to access other workflows. Contact us anytime so we can discuss how to activate your desired workflow.