Overview

ConnectIt-Workflow QuoteWerks Post Lock Updates allows the QuoteWerks user to update Header fields even though the Document has been Locked.

The ConnectIt-Workflow Post Lock Updates utility is highly configurable, allowing the individual QuoteWerks user to specify their own set of fields and settings to update Documents.

Key Benefits

• Saves the very manual process of unlocking, saving, updating, re-locking and then finally saving the Document.
• Saves duplication of the approval process for non-critical updates to a Document.
• May by configured on a User-by-User basis so that only certain Users are able to make certain changes post locking.

Key Features

• Allows configuration of which Document Header fields to update on the QuoteWerks document on by individual user.
• Allows for plain text, numeric, date and F2 Lookup selections of various fields.
• Seamless integration which is invisible to the QuoteWerks User; simply click the option on the Tools menu.

Online Demos

These online demonstrations illustrate how, using the ConnectIt-Workflow software, users‘ benefit from the efficiencies and the unique ways of working using the QuoteWerks software that the Post Lock Updates module introduce.

Please click on the player and images below to view demonstration videos of the ConnectIt-Workflow Post Lock Updates utility for QuoteWerks.

Demonstration Videos

If you have any questions then please email enquiries@connectit-software.co.uk

To purchase your copy of ConnectIt and start taking advantage of its time saving capabilities, please contact your local QuoteWerks reseller or contact us direct.

Screenshots

You can view screenshots, plus get a huge amount of information on every single option available within the ConnectIt software on our support resource page. On the Support Resources page, just click on ‘Workflow’ and scroll down to the Step-by-Step Guides section; the Workflow Management and Configuration documents provide the most information for you to get a better understanding of the ConnectIt software.

If you're a reseller that would like original graphics for preparing a presentation, then please contact us to get high quality images.

Pricing

Click here to go to the ConnectIt-Workflow pricing page.

Download

Click here to download the latest version of the ConnectIt-Workflow software.

Support

If you already have (or would like to subscribe to) a support contract for your ConnectIt product, please contact us.

For documentation, including step-by-step guides and technical information, please refer to the Resources pages.

Or, to search the ConnectIt Support Knowledgebase, please click here!