Specificities
Creating a Process
Setting up a Process
- How to display a welcome message to clients
- How to add a due date to a Process
- How to add a due date to a checklist step
- How to add an internal todo to a specific step in your checklist
- How to customize the content of your end-user's interface (titles, texts, etc.)
- How to create an approval sequence
Joint processes & Stakeholders
Toolbox & Processes
- How to save a form or e-contract to your toolbox?
- How to import a Form into a process
- How to import a Spreadsheet into a process
- How to import an e-contract into a process
- How to add a Payment request module into a Process
- How to request files as part of a process