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    Get Started

    After getting started with Cloud Portal Manager or Document Management System Online, you can get started with WCS.

    NOTE

    Local users in AvePoint Online Services can also log into WCS. If local users have multiple tenants, they can select a tenant from the Tenant drop-down list in the upper-right corner of each page in WCS to manage workflow-related features for the selected tenant.

    You can also use the following features to manage workflows based on your needs:

    • Workflows – Configure specific workflow processes in WCS. When an end user submits a request, they can select a workflow as the approval process for the request.

    • Notification Templates – Manage templates used for email notifications and Microsoft Teams notifications.

    • Role Management – Manage roles used for approving workflows.

    • Auditor – Track user activities and system events in WCS.

    • Settings – Manage users in WCS, notification preference of users, and Teams app deployment.