Congratulations on choosing E-Register to streamline your business workflows! To kickstart your journey towards enhanced efficiency and productivity, follow these simple steps:

Begin by setting up your company details within E-Register. This includes uploading your company logo, entering billing details, and configuring any other relevant information using Admin Control. This personalized touch ensures that your E-Register platform reflects your brand identity seamlessly.

Next, it's time to populate your E-Register platform with users. Start by adding user names and email addresses, and assign them the already created Super admin role to grant complete access to all features within the company. This step lays the foundation for collaborative workflow management, allowing users to access and contribute to various registers seamlessly.

As you continue to use the platform, you can expand your user base by adding more roles with limited permissions, and tailoring access levels to match individual responsibilities. With each new role added, you can assign specific users to those roles, ensuring that everyone within your organization has the necessary access to contribute to the workflow while maintaining data security and integrity.

Now that your company details and user roles are set up, it's time to dive into creating your workflows, or as we refer to them, registers. Begin by identifying the multiple steps involved in your workflow and dividing them into sequential stages within a register. E-Register provides a user-friendly interface to add and link multiple registers, allowing you to design complex workflows with ease.

Pro Tip: Utilize E-Register's foreign field features to establish connections between different registers, facilitating smooth data flow and comprehensive workflow management.

You can find our detailed guide on creating registers and exploring the diverse range of field types available on E-register in the documentation below.