Access WorkFlows files and more on the WorkFlows Tech Support and Files page.
WorkFlows Setup and Configuration
Commonly Set Preferences in WorkFlows for Circulation
Instructions on how to set your default library in the Checkout, Item Search, Display User and User Registration modules so that these default to your library.
Download the Commonly Set Preferences in WorkFlows for Circulation guide
Entering Closed Dates into Workflows
Entering closed dates requires login by a SUPER user. The option is found in the Circulation+ > Special Group > Library Calendar Wizard. August 2024.
Download the Entering Closed Dates into Workflows cheat sheet
How to check the WorkFlows max response size
Instructions on how to check the maximum response size setting in WorkFlows. An incorrect max response size can cause problems when using the Call Number & Item Maintenance wizard.
Download the How to check the WorkFlows max response size cheat sheet
How to check the WorkFlows version number
Instructions on how to check which version of WorkFlows is installed on your computer. September 2020.
Download the How to check the WorkFlows version number cheat sheet
How to correct the pathway for viewing and printing reports in WorkFlows
Instructions on how to configure WorkFlows to use WordPad to view and print reports.
Download the How to correct the pathway for viewing and printing reports in WorkFlows cheat sheet
How to turn on tabbed windows in WorkFlows
Instructions on how to configure tabbed window display and multiple windows mode in WorkFlows.
Download the How to turn on tabbed windows in WorkFlows cheat sheet
Patron Photos in WorkFlows
Instructions how to add, modify, and delete a patron photo in WorkFlows. November 2017.
Download the Patron Photos in WorkFlows cheat sheet
Using WorkFlows Offline Mode Guide
Step-by-step instructions how to use offline mode to check out and renew items when you cannot connect to WorkFlows. The guide includes a list of important things to know about offline mode. October 2023.
Download the Using WorkFlows Offline Mode guide
WorkFlows Classic Mode
This document shows how to fix a common display issue in WorkFlows called Classic Mode that sometimes accidentally gets switched on inside of the Preferences > Theme options. September 2024.
Download the WorkFlows Classic mode cheat sheet
View Workflows Classic Mode (and how to get out of it) Video – 3:17 minutes 
WorkFlows Supervisor Setup Guide
WorkFlows Properties and Supervisor Set-up Guide. Contains instructions on setting up WorkFlows so that it knows what library you are and setting up receipt printers. Also has instructions on copying settings between machines. June 2024.
Download the WorkFlows Supervisor Setup guide
Receipts
WorkFlows Receipt Setup Locations
Wizards that contain circulation receipts in WorkFlows.
Download the WorkFlows Receipt Setup Locations cheat sheet
Receipt Configuration — Available Hold Slips
WorkFlows set up guide for available hold slips. Contains instructions on setting up receipts for available hold slips in various WorkFlows circulation wizards. January 2020.
Download the Receipt Configuration — Available Hold Slips guide
Receipt Configuration — Date Due Slips
WorkFlows set up guide for date due slips. Contains instructions on setting up receipts for date due slips in various WorkFlows circulation wizards. January 2020.
Download the Receipt Configuration — Date Due Slips guide
Receipt Configuration — Transit Slips
WorkFlows set up guide for transit slips. Contains instructions on setting up receipts for items that are being transited between libraries in various WorkFlows circulation wizards. January 2020.
Download the Receipt Configuration — Transit Slips guide
Receipt Configuration — Pay Bill Slips
WorkFlows set up guide for bill receipt slips. Contains instructions on setting up receipts for bills paid in various WorkFlows circulation wizards. June 2017.
Download the Receipt Configuration — Pay Bill Slips guide
Receipt Configuration — Hold Wrapper
WorkFlows set up guide for hold wrappers. Contains instructions on setting up a hold wrapper in various WorkFlows circulation wizards. The hold wrapper is used for items on hold that are available for pickup and will be placed on a self-service hold shelf. January 2020.
Download the Receipt Configuration — Hold Wrapper guide
Receipt Configuration — Reshelving Slips
WorkFlows set up guide for reshelving slips. Contains instructions on setting up reshelving slips in various WorkFlows circulation wizards. March 2016.
Download the Receipt Configuration — Reshelving Slips guide
Receipt Printer Installation — Thermal Printer
Instructions on how to install a thermal printer in WorkFlows.
Download the Receipt Printer Installation — Thermal Printer guide
Receipt Configuration — Adding “You Saved” Info Line
The most recent release of Workflows offers an enhancement that allows libraries to include information about the value of a user’s checkouts. Note: items with no Item Price are not reflected in the “You Saved” total amount. January 2019.
Download the Receipt Configuration — Adding “You Saved” Info Line guide
Backup and Restore
Windows 10
How to Back Up the WorkFlows Configuration Folder on Windows 10
Instructions on how to make a backup copy of your WorkFlows configuration folder on a Windows 10 computer. You can also copy the WorkFlows config folder between computers to avoid doing the steps in the Supervisor Settings Guide above when you reinstall WorkFlows.
How to Back Up the WorkFlows Configuration Folder on Windows 10
How to Replace the WorkFlows Configuration Folder on Windows 10
Instructions on how to use your backup copy of the WorkFlows configuration folder to replace the existing WorkFlows configuration folder. Replacing the WorkFlows folder allows you to avoid manually setting defaults in the cataloging, circulation, and reports wizards.
How to Replace the WorkFlows Configuration Folder on Windows 10
Windows 7
How to Back Up the WorkFlows Configuration Folder on Windows 7
Instructions on how to make a backup copy of your WorkFlows configuration folder on a Windows 7 computer. You can also copy the WorkFlows config folder between computers to avoid doing the steps in the Supervisor Settings Guide above when you reinstall WorkFlows.
How to Back Up the WorkFlows Configuration Folder on Windows 7
How to Replace the WorkFlows Configuration Folder on Windows 7
Instructions on how to use your backup copy of the WorkFlows configuration folder to replace the existing WorkFlows configuration folder. Replacing the WorkFlows folder allows you to avoid manually setting defaults in the cataloging, circulation, and reports wizards.
How to Replace the WorkFlows Configuration Folder on Windows 7
Windows XP Backup
How to Copy the WorkFlows Configuration Folder on Windows XP
Instructions for copying the WorkFlows configuration folder on a Windows XP computer. You can also use these instructions to make a backup copy of your config folder so you do not need to do the steps in the Supervisor Settings Guide above when you reinstall WorkFlows.
How to Copy the WorkFlows Configuration Folder on Windows XP