Specificities
Creating a Process
- How to create a Process
- How to add file requests 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
Setting up a Process
- 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 use the scoring feature
- How to customize the content of your end-user's interface (titles, texts, etc.)