Home
Creators
Search Recent Random
Posts
Search DMs Popular Hash Lookup Tags Random
Importer
Import FAQ
Register Favorites Keys Review DMs Logout
Community
Telegram ThePornDude
Home Creators Posts Import Register Favorites Logout

Document Workflow Manager Review & Feature, Fix or Focus Request [GOLD & Silver] (Patreon)

Published:
2021-11-03 12:15:01
Imported:
2026-06

Content

Hello Members,

The training we have for this week that I have shared with you was about the Unique Document Workflow Manager. If you have not seen it yet, you can view it right here on YouTube.

Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.

So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?

Please comment your ideas and feedback to any of these below and I will do my best to not only create an updated workbook but release a private training video next Monday, right here on Patreon.

I am looking forward to hearing from you and thanks so much for your support.

Regards,Randy

Files

How To Create Your Own Drag & Drop Document Workflow Manager In Excel [Free Download]

📢JOIN US ON PATREON FOR UNRELEASED TRAININGS + MORE ► https://bit.ly/PatreonDesc 👉JOIN MY MENTORSHIP PROGRAM - START NOW FOR $7► https://bit.ly/7Promo_YTDesc 🔥 GET THIS FILE & 200 OF MY BEST TEMPLATES HERE► https://bit.ly/MyBestWorkbooks 👨‍💼JOIN MY INCREDIBLE DASHBOARD MASTERCLASS HERE► http://bit.ly/Dashboard_YTDesc In this week’s training, I will show you how to a drag & drop document workflow Manager in excel complete with automated thumbnails and dynamic workflow types. ⬇DOWNLOAD THIS WEEKS WORKBOOK FREE: 📩 USING YOUR EMAIL: http://bit.ly/DocWorkflow_WkbkDl 💬 FACEBOOK MESSENGER: http://bit.ly/DocWorkflow_FbDld EXCEL COURSES: ►DASHBOARD MASTERCLASS: http://bit.ly/Dashboard_YTDesc ►MENTORSHIP PROGRAM: http://bit.ly/MentorProgram_YTDesc ►BEGINNERS VBA COURSE: https://bit.ly/FreeVBACourse EXCEL PRODUCTS: ►The Ultimate Excel Resource Guide: http://bit.ly/UERG_YTDesc ►200 Excel Workbooks: https://bit.ly/MyBestWorkbooks ►Convert Excel Into A Secure EXE File: http://bit.ly/SecureExcel ►Automate Your VBA Programming: https://bit.ly/AutoMacroAddIn ►Create Dashboards & Charts in Seconds: https://bit.ly/Pine-Bi ►Find the Best Excel Products & Courses Here: http://bit.ly/ExcelProducts JOIN OUR COMMUNITY: ►Facebook Group: http://bit.ly/groupexcel ►Facebook Fan Page: https://bit.ly/EFF_FanPage Follow me on my Social Media Accounts: 🐦Twitter: https://twitter.com/Excel4Freelance 🌏Website: https://www.ExcelForFreelancers.com 🔗LinkedIn: https://www.linkedin.com/in/excelforfreelancers/ 👤Facebook: https://www.facebook.com/ExcelForFreelancers/ 📸 Instagram: https://www.instagram.com/excelforfreelancers/ 🎥Rumble: https://rumble.com/c/ExcelForFreelancers 👤Locals: https://locals.com/member/ExcelFreelancers ✉Telegram: https://t.me/ExcelForFreelancers 📲Gab: https://gab.com/ExcelForFreelancers About Us: I help Microsoft Excel enthusiasts turn their passion into profits so they can earn passive income using their skills without having to trade time for money. I love making these videos for you each and every week. A great way of supporting Excel For Freelancers to keep these training free each and every week is by supporting us through one of the amazing products offered that will help you skyrocket your Excel Skills and reach your dreams. Get Alerted IMMEDIATELY with new Free Training Videos & Workbook by subscribing here: 👉 https://www.youtube.com/c/ExcelForFreelancers/ New Training Video Uploaded every Tuesday! Thank you very much for your continued support, Randy Austin

Comments

Dwight Arroyo

Dee Arroyo Dee Arroyo 2 hours ago (edited) Hello Randy, I hope you get to see this comment. I had downloaded the Document Workflow and when I dragged and dropped a document from one location to another, the thumbnail would still be visible. Now I try to do the same and the thumbnail stays blank. The information is updated on the form above, however, again, in the thumbnail section (where you drag and drop) the document visually stays blank now, not like before. Is there anything I can do to help rectify this or am I missing something? Thanks again.

Dwight Arroyo

In addendum to the above message: I setup the shared folders as instructed in the video. I then created a new document from another location, entered in all the required fields and then saved the document with no issues. The margin on the left shows the invoice category (which I had selected) as showing a 1 which means it did register my document, and the document was successfully copied to the shared folder. However, when I look at the dashboard where all the documents are at, there is no document at all in the invoice section.

Excel For Freelancers

Hi Dwight, make sure you double check that the file path is correct. Step through the code and check the variables and also for the drag and drop, selecting a document starts the macro. You may need to watch the training several times in order to follow the code to find the issues on your computer. You may also post your screenshot along with the detailed description of the issue in our Excel for Freelancers Group where we have over 45,000 members who are happy to help you. http://bit.ly/groupexcel. I hope this helps and thanks

Dwight Arroyo

Thanks Randy for your quick reply! I will take my time like you say and go through the code and work with the video as well. Your courses are simply incredible nonetheless. I wasn't into Excel that much until I came across your Excel for Freelancers. Thank you.

Dwight Arroyo

Dear Excel for Freelancers, after reviewing the document manager, I find that each document on the dashboard is pointing towards a file that should be on my hard drive. Ex: Student_Enrollment_Form_docx however, this file (after doing a complete search with Agent Ransack) does not exist on my hard drive. Plus, the thumbnails related to each document (shown in the admin margin to the left in doc thumbnail - *.jpg also do not exist on my hard disk. The supporting zip file with extra documents only has an icons folder but nothing else. Could it be that I am missing these other documents?

Excel For Freelancers

Hi Dwight you need to make sure the file path is accurate and points to actual documents that exist on your hard drive. Once you remove the existing data and add your own data it will work fine as long as the folder paths are correct in the Admin sheet. I hope this helps and thanks so much.