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Home > Axcess > Import Axcess Workstream Views
Import Axcess Workstream Views
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Commonly used or referred to as a tickler, a workstream view can be imported by following these instructions.

If you'd like to create a custom view, review this CCH article. Knowledge Base Solution - How do I create a custom view in CCH Axcess Workstream?

 

 

  1. Open Workstream Projects
  2. In the Navigation Pane, right click the folder you'd like to import the view in, then click Import View
  3. Navigate to where the view is saved, select the view, and choose Open.
  4. Rename the view if necessary.
  5. Double click the view to open it.
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