↬ Processes
- How to create a Process
- How to add a Task to your process?
- How to mark onboarding steps as private
- How to mark line items as not applicable?
- How to add merge fields to your content
- How to add an html script to the process
- How to translate the portal to your client's language
- How to attach documents to the client interface
- How to display process steps based on various criterias
- How to create custom progress statuses to your processes