Documentation Index

Fetch the complete documentation index at: https://guide.casepoint.com/llms.txt

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About Workflow Features

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The Workflow Features configuration allows users to customize how the workflow functions with the case folder. A workflow is a series of linked tasks that govern the business processes that occur within a case folder.

Workflow features section with options for task assignment and attachment workflow settings.

There are three sections for the Workflow features configuration: General, Task Assignment, and Attachment Workflow. Each is discussed in the following subsections, along with a section detailing the available workflow types.