Steps to get started with Workflow Anywhere

Workflow Anywhere is a Mobile App for Extender Workflow. The steps assumes that you have configured Extender Workflow

Requirement! You need to have a license for Workflow Users and Workflow Anywhere Users. ADMIN is automatically a valid user. Works with all editions of Extender.

Step 1: Configure Extender Workflow. Refer to Setting Up Extender Workflow

Step 2: Enable Workflow Anywhere Users for Workflow Users who need access to the Mobile App. Refer to Extender License and Workflow Users

Step 3: Install the Workflow Anywhere Programs. Install Workflow Anywhere

Step 4: Configure Workflow Anywhere on the server. Configure Workflow Anywhere

Step 5: On your mobile device, download and configure the App. Download Workflow Anywhere App

Step 6: Logon to the App with your Sage 300 credentials. Refer to Using Workflow Anywhere App