Overview

How do I close a completed workflow in an audit-proof manner?

As soon as you and/or your client have successfully completed all tasks of a process, you as advisor / consultant / law firm can close the process in an audit-proof manner. To do this, you must select "Complete process" in the context menu of the process:

The process is now completed in an audit-proof manner and no more changes can be made. The corresponding process is now marked "completed" in the list.