Online Applications

Specificities

• What is an application?
• Application statuses explained

Creating an application

• How to invite someone to start a process
• How to preview an application
• Where to find the application access link
• How to send bulk invites to start a process

Managing an application

• How to sort client applications
• How to manage client applications or submissions
• How to approve/reject submitted information
• How to progress an application
• Getting an approval on shared files
• How to complete an application as an admin

See all 17 articles

Toolbox & Applications

• How to add a task to be completed to a live application
• Requesting files as part of a online application
• How to import a Payment module into a live application
• How to import an existing Spreadsheet into a checklist
• How to import an e-contract into a live application
• How to import a Form into a live application

External Members

• What is an external member?
• How to add external members

Applications Settings

• Can end-users see past applications?
• Do end-users have a mobile app?
• What happens when you close an application?
• How to customize your applications dashboard