Setting up a Process
12 articles
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 customize the content of your end-user's interface (titles, texts, etc.)
Changing your end-user's interface colors & background
How to collect custom information during your client onboarding
How to assign specific steps to a teammate
How to redirect clients to another page after onboarding is completed
How to translate the portal to your end-user's language
How to attach a file to download and send back through the client's interface
How to remove the password for end-users