Track Documents You can use the Track Documents area to view and manage routed documents. You can also use the Track Documents area to display details about all documents or only those […]

Route Plan Documents by Person You can use the Route by Person area to send plan documents to a group of people based on customizable criteria. This complements other Xactly […]

Notifications You can use the Notifications area to define and manage navigation groups, which allows you to customize and schedule email notifications that are sent during the plan document life […]

Route Plan Documents by Person You can use the Route by Person area to send plan documents to a group of people based on customizable criteria. This complements other Xactly […]

Manage Documents The Documents area enables you to manage Xactly documents within Incent. Within the Documents area, you can create new documents (optionally based on existing documents), modify documents, and […]

Workflow Paths The Workflow Paths area enables you to manage document workflow paths within Incent. Within the Workflow Paths area, you can create new workflows (optionally based on existing workflows), […]

Process Status The Process Status area provides a dashboard that enables you to display the status of all Xactly documents either as a chart or as tabular data. You can […]

eDocs & Approvals Introduction The Docs area allows you to create and manage Xactly documents, which consist of an attached file, plan document, or certification letter, along with a group […]

Route Plan Documents by Person You can use the Route by Person area to send plan documents to a group of people based on customizable criteria. This complements other Xactly […]

Manage Documents The Documents area enables you to manage Xactly documents within Incent. Within the Documents area, you can create new documents (optionally based on existing documents), modify documents, and […]