How to Install TeamWork

Overview

You install, activate and configure the Sage 300 modules (steps 1 to 4).

You can then import TeamWork modules and configure them in Extender (steps 5 to 9)

Install and configure Sage 300 modules

Enable TeamWork Approvals in Extender

Configure business rules

1. Add Workflow Rules (conditions and approvers) for each record type you want to approve.

   1. See details and examples Extender Workflow Tutorials

   2. Amend message templates (if required).

2. Test and adjust workflow rules as required