Software Update: Wednesday 9th October 2024 7am to 7:30am

On Wednesday, we're updating OneFile Eportfolio, to introduce a new enhancement.  

Please ensure all data is saved and your Eportfolio account is logged out before 7am to avoid any data loss.

Release notes can be found here.


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Creating Custom Workflows

  User Roles

This feature can be used by the following user roles:

  • Super Admin
  • Admin

Follow the steps below to create a custom workflow:

  1. Click Form Templates
  2. Click New form template
  3. Click Create form workflow
  4. Add workflow name
  5. Select Stage
  6. Click Add Stage
  7. Click Save and exit

Your workflow has now been created.

You can add as many stages as needed to your workflow.

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