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Generate Process Documentation

You can generate process documentation at any time. For example, use this feature to record the status of a process before you transition it to production.

Follow these steps:

  1. Open the process from the Library tab.
  2. In the Designer tab, click Process Documentation toolbar button.

    Icon that generates process documentation.

    The Process Documentation Options dialog opens.

  3. (Optional) Select options to include in the documentation.
  4. Click OK.

    A dialog prompts you whether to open or save the file.

  5. Click open to view the contents of the Zip file, or click Save to save the Zip file to a location of your choice.

    The Zip file contains: