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Setting up a Brand in Enterprise Server 9

Setting up a Brand in Enterprise Server 9

This article will walk you through the process of setting up a fully working Brand for everyday use in a standard workflow environment. It is advised that these steps are followed in sequence:

Note: The steps show an Enterprise Server in which no new Brands have been created yet.

Step 1. Creating a Brand

Step 2. Creating a Publication Channel

Step 3. Creating Categories

Step 4. Creating Workflow Statuses

Step 5. Further setting up deadlines

Step 6. Assigning user authorizations

Step 7. Assigning admin authorizations

Step 8. Creating Routing Rules

Step 9. Adding Dossier Templates

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