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- Go to the modules tab found at the top of the screen.
- Press the +add or +import keys buttons found in at the upper right corner.
- If you press +import select a file to upload. If selecting +add choose a name for the module and description if you want to.
- Select a workflow process.
- Fill in the process description.
- Optionally choose a form to use for printing, if you choose not to select a layout, the default form will be used.
- Click Next and edit the Process Flow Steps if desired.
- Click Next and edit the Process Flow User Actions if desired.
- Click Save.