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Processes
Learn how to create and organize processes according to your needs.
49 articles
What is a process ?
How to create a Process
How to add a file request to your checklist
How to add a Task to complete to your checklist
How to add a Payment request to your checklist
How to duplicate a process
How to create a process involving several end-users
How to mark onboarding steps as private
How to mark checklist steps as not applicable
How to attach a process to a checklist
How to display a welcome message to clients
How to add due dates to a process
How to add a due date to a checklist step
How to add internal tasks to a process
How to customize the content of your end-user's interface (titles, texts, etc.)
Changing your end-user's interface colors & background
How to collect custom information during your client onboarding
How to assign specific steps to a teammate
How to redirect clients to another page after onboarding is completed
How to translate the portal to your end-user's language
How to attach a file to download and send back through the client's interface
How to remove the password for end-users
Setting up the <I've finished> button
How to use the scoring feature
How to create an approval sequence
How to create custom stages
How to create custom statuses for each step of your process
How to display process steps based on various criteria
The difference between logic jump, conditional display & merge fields
How to add an external script to the process (Chat, Google analytics, ...) or add custom CSS code
How to use documents prevalidation
How to apply a custom theme to your process