Preparing Your Environment

Before you can begin designing and creating processes, you must prepare your work environment as follows:

• Install the Winshuttle Workflow software. See the Winshuttle Workflow Administrator Guide for instructions.
• Create one or more SharePoint sites as needed for your environment. Refer to your SharePoint documentation for instructions.
  NOTE: In some work environments, a System Administrator is responsible for creating the SharePoint site(s). If this is the case, contact your System Administrator to obtain the names (URLs) of the SharePoint sites you will be working with.
• Create DocEx and/or FormEx SharePoint sites as needed. DocEx and FormEx sites are SharePoint sites that are sub sites of another SharePoint site. If your users will be routing documents, then one or more DocEx sites are needed. If your users will be routing forms, then one or more FormEx sites are needed. Depending on your environment and work practices, you may need only one DocEx site that contains all documents that will be routed, and only one FormEx site that contains all forms that will be routed. Alternately, you can create multiple DocEx and FormEx sites based on department, project team, document type or content, or any other criteria you choose. See the next section for instructions for creating DocEx and FormEx sites.
• If you route forms, make sure that Microsoft InfoPath is installed on the client machine where you will be using the Designer.