Workflow Customization:
Customization is key to a good software user experience. In Shipthis, you can customize your workflows for most of the modules like Shipments, Invoices, Customers and so on.
To configure or customize your workflows:
On the main menu, click on the Settings icon on the top right corner of the page and click on Settings.
Next, click on Workflow in the sub-menu. Here, you see a list of all the existing workflows.
To add a new workflow, click on the Add New button on the top right corner of the page.
Enter the workflow events, related tasks and general events/actions. And, click on Add.
If you wish to edit an existing workflow, click on the Edit pencil icon on the desired workflow.
Click on the field where changes are needed, and click Save.
To get more detailed assistance on the workflow configuration, contact Shipthis Support team or send an email to [email protected]
