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How to Assign a Browse Flow to an Organization

This article describes how to assign an existing Browse Flow to one, or many, organization(s). 

If a default Browse Flow is not set, consider assigning a Browse Flow to every organization.

Article Topics

How to Assign a Browse Flow to an Organization

  1. Within Documoto Admin Center, go to Users > Organizations > select organization > Browse Flow.
  2. Enable Override Browse Flow and select a Browse Flow.
  3. If the organization has children, you can apply the Browse Flow override to the children by clicking Apply to Child Organizations.

Browse Flow Support

If you need any help formulating a Browse Flow strategy or need support setting up your Browse Flow(s), contact your Documoto Customer Success Manager or Documoto Support at support@documoto.com.