Epsilon3

Quick guide to creating a new procedure, using template, and importing procedures.

Create New Procedure

Instructions for how to copy / duplicate a procedure to create a similar procedure or create a procedure template

Duplicate / Copy Procedure

Instructions for creating / editing a procedure draft.

Create / Edit Draft

Details about preview mode while editing a procedure.

Preview Mode

Upload a procedure in .csv, .docx, .pdf, and .prl file formats.

Procedure Import

Configure settings for a procedure including Owner, Tags, Default View, Project, and more.

Procedure Settings

Procedures, Parts, and Tools are now shareable via QR Codes.

QR Codes

Import .docx procedures, quickly classify content and convert into a fully structured Epsilon3 Procedure.

Procedure Import Wizard

Procedures

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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