Basic Navigation and Features

This guide will help you get acquainted with the basic navigation and features of the platform, ensuring you can make the most out of its powerful tools and capabilities.

Dashboard

The Dashboard is your central hub in Willow360. Here, you can access all your workflows, recent activities, notifications, and more.

Files Tile: Located at the top left, this tile shows information about recently added files and files that are still unassigned to any workflow.
Workflow Tiles: Each workflow you have access to is represented by a tile. These tiles display the workflow scheme, job progress, and notifications.
Notifications: The bell icon in the top right corner shows your notifications, keeping you informed about tasks that require your attention.

Main Menu

The main menu is located on the left side of the screen and provides access to various sections of Willow360:

Dashboard: Returns you to the main dashboard.
Workflows: Access and manage your workflows.
Inboxes: View and manage your personal, team, and general inboxes.
Admin Settings: Available to administrators, this section allows you to manage users, teams, and organization settings.

Workflows

Workflows are the core of Willow360, allowing you to automate and manage document processes.

Creating a Workflow: Click on the “Create Workflow” button to start a new workflow. Name your workflow and add actions to define the process.
Workflow Actions: Add actions such as Split, Merge, Convert to PDF, and more. Configure each action to suit your needs.
Permissions: Set permissions to control who can use, see, and edit the workflow.

Inboxes

Inboxes are placeholders for files that are not yet assigned to any workflow.

Personal Inbox: Only you can see and manage files in your personal inbox.
Team Inbox: Shared with team members, allowing collaborative file management.
General Inbox: Accessible to all users in the organization.

File Management

Willow360 provides robust file management capabilities to keep your documents organized and accessible.

Uploading Files: Upload files directly to an inbox or workflow using the upload button or drag-and-drop feature.
File History: Track the history of each file, including uploads, actions performed, and comments.
Version Control: Manage different versions of a document to ensure you always have access to the latest updates.

Notifications and To-Do List

Stay on top of your tasks with notifications and the to-do list.

Notifications: Receive alerts for tasks that require your attention, such as approvals or custom tasks.
To-Do List: Access your to-do list from the workflow tile or notifications. This list shows all pending tasks and allows you to take action directly.

User and Team Management

Manage users and teams to ensure efficient collaboration and secure access.

Adding Users: Administrators can add new users and assign roles.
Creating Teams: Group users into teams for easier management and collaboration.
Setting Permissions: Control access to workflows and files by setting permissions for users and teams.

Cloud Integration

Integrate Willow360 with popular cloud storage services to enhance your document management capabilities.

Supported Services: SharePoint, OneDrive, Google Drive, and Dropbox.
Configuring Cloud Actions: Set up actions to upload files to your preferred cloud storage service.
Troubleshooting: Access help for common issues related to cloud integration.

Security and Compliance

Ensure your documents are secure and comply with industry standards.

Digital Certificates: Use digital certificates to seal documents and prevent unauthorized changes.
Signatures: Apply digital and wet signatures to documents for added security and compliance.
Data Protection: Follow best practices for secure file handling and data protection.

By familiarizing yourself with these basic navigation elements and features, you’ll be well-equipped to leverage the full potential of Willow360. Explore the platform, experiment with different workflows, and discover how Willow360 can transform your document management processes.Type your content here.