Develop > Document Engine > Processes > Create and modify a Process

Create and modify a Process

To create a Process, follow these steps:

  1. Access the Document Engine. See the Accessing the Document Engine section in Document Engine overview
  2. Using the tabs on the Process panel, fill in the fields required to create a Process that will perform the functions you desire. See Process Definition form and field descriptions for more information.

To modify a Process, follow these steps:

  1. Access the Document Engine. See the Accessing the Document Engine section in Document Engine overview
  2. Enter the name of the Process you want to modify in the Process Name field or click Search to search for the Process.