Setting up a Process
- 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 use the scoring feature
- How to customize the content of your end-user's interface (titles, texts, etc.)
- How to create an approval sequence
- How to create custom stages
- How to create custom statuses for each step of your process
- How to display process steps based on various criterias
- The difference between logic jump, conditional display & merge fields
- How to collect custom information as part of the onboarding
- How to assign specific steps to a teammate
- How to redirect clients to another page after onboarding is completed
- How to add merge fields to your content
- How to add an external script to the process (Chat, Google analytics, ...)
- 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 use prevalidation (KYC verification)
- How to create a scoring criteria
- How to apply a custom theme to your process
- Changing your end-user's interface colors & background