Ushur Menu Options

The options include functionalities like exporting workflows, editing descriptions, cloning workflows, replacing original versions with drafts, translating workflows, and accessing support.

Export

To export a workflow, follow these steps:

1. Click the Export option from the menu.

2. The Ushur Export Options dialog box will appear.

3. Select the components you want to export from the list provided. Options include:

   

   • Ushur Variables

   • Enterprise Variables

   • Data Extraction Rules

   • Document Processor Rules

   • Topics and Phrases

   • Brand Logo

4. Once the desired components are selected, click the Export button to initiate the export process.

Edit Description

To edit the description of a workflow:

1. Click on the Edit Description option.

2. A dialog box will appear where you can enter a clear and concise description of what the workflow does.

3. After entering the description, click Save Changes to update the description.

Clone

Cloning a workflow is useful when you need to create a similar workflow with minor modifications:

1. Click the Clone option from the menu.

2. Enter a name for the copy of the workflow.

3. Click the Clone button to create a copy of the original workflow.

4. Make the necessary edits to the cloned workflow as needed.

Go To Draft

To replace the original workflow with a draft version:

1. Click Go To Draft on the top right corner of your screen.

2. This action will create a draft version of the workflow, and the Go to Draft button will change to Replace Original with Draft.

3. Make the required changes to the draft.

4. Once all changes are complete, click Replace to update the original workflow with the changes made in the draft.

Translate

To translate a workflow into another language:

1. Click the Translate option from the menu.

2. A list of available languages for translation will be displayed.

3. Select the desired language to translate the workflow.

Support

To access the Ushur Support Portal:

1. Click the Ushur Support Portal option.

2. This will open the Ushur Support Portal in your browser, providing access to additional support resources.