Select then as seen below to customize WebNow: Options, Explorer Options The WebNow Explorer Options window will appear (see below) on the option, ensure that the General and boxes are checked. Remember Last Profile Email via SMTP You can customize the Date and Time format and Document Key Labels by selecting an Application Plan most used. Click the option (see below); this is where you can change the colors of your Grid Column Headings headings, text, background, and fonts. Click the option (see below); this is where you can change the colors of your headings, text, Grid Options background, and fonts for each grid line item. Click the option (see below); here you can customize how tasks should startup and how you will Tasks process each task. Only certain processors will have this option. *Note: Click the option (see below); you can customize what Application Plan, Documents, Projects, Toolbar Tasks, and Workflow default values. For example, if you process Vendor names A E, you can default your to workflow Workflow 2 TCP A-E – queue as seen below. Also, if you would like for the Workflow Explorer Window to launch when you logon, set the to as seen below, other significant actions include Initial State Action Workflow Default Application Default, Documents Default, Projects Default, Tasks Default, and Capture Default: Click the option (see below); you can customize how workflow startup, workflow processing, Workflow and set workflow grid color for document items that have been in the queue more than once (route-back documents that may have had an issue):
Select Options, then Explorer Options as seen below to customize WebNow: The WebNow Explorer Options window will appear (see below) on the General option, ensure that the Remember Last Profile and Email via SMTP boxes are checked. You can customize the Date and Time format and Document Key Labels by selecting an Application Plan most used. Click the Grid Column Headings option (see below); this is where you can change the colors of your headings, text, background, and fonts. Click the Grid Options option (see below); this is where you can change the colors of your headings, text, background, and fonts for each grid line item. Click the Tasks option (see below); here you can customize how tasks should startup and how you will process each task. *Note: Only certain processors will have this option. Click the Toolbar option (see below); you can customize what Application Plan, Documents, Projects, Tasks, and Workflow default values. For example, if you process Vendor names A – E, you can default your Workflow to 2 TCP A-E workflow queue as seen below. Also, if you would like for the Workflow Explorer Window to launch when you logon, set the Initial State Action to Workflow Default as seen below, other significant actions include Application Default, Documents Default, Projects Default, Tasks Default, and Capture Default: Click the Workflow option (see below); you can customize how workflow startup, workflow processing, and set workflow grid color for document items that have been in the queue more than once (route-back documents that may have had an issue):