Setting up Flow Path

Flow Path comes with a general configuration that covers all common scenarios and processes, but you can change the configuration to fit the exact needs of your organization.

Overview

To	See
Quick start includes all relevant steps to be able to work with Flow Path immediately.	Quick start
Install from Extension Marketplace includes how to install Flow Path directly in Business Central.	Install from Extension Marketplace
License activation includes the description to activate a trail or full license.	License activation
Configuration Wizard includes the description how to import the default configuration for Flow Path.	Configuration Wizard
General setup includes module setup, module activation, setting up users, email setups, absence, setting up user groups and license activation.	General settings

Setting up overview

To set up and configure Flow Path, you can either follow the various guides included in the app itself or use the following list to set up features manually:

To	See
Install the Document Central extension from marketplace.	Install from Extension Marketplace
Activate the license and assign the license to the users.	License activation and assignment
In the module setup, Flow Path can be configured with the general functions.	Module Setup
This describes how to activate the product.	Module activation
Setting up users is a subcategory in the module setup to make separate user settings.	Setting up users
User defined email settings.	Email Setup
The Flow Path administrator can enter an absence period for each Flow Path user.	Absence
The Flow Path administrator can enter Flow Path users into user groups.	Setting up user groups
Import the email template for the email notification.	Email notification