π‘ After saving, open Steps Editor from the registry table to add step-by-step actions, required documents, and contact details.
π₯ Import Processes from CSV
Step 1 β Download the CSV template
The template contains all required columns and two example rows. Fill it with your process data, one row per step.
Column guide: Each process spans multiple rows β one row per step. The process metadata (code, name, categoryβ¦) repeats on each row. Use | to separate multiple documents in the step_docs column.
π Column Reference (click to expand)
Column
Required
Example
Notes
code
Yes
REG.OCR
Unique ID. Use format CAT.SHORT (e.g. REG.CSIO, TAX.PAN, EXP.EXIM)