Specificities
Creating an application
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
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