Setup

Everything under the Setup button.

Integration >> Webhooks
Mon, 19 Sep, 2022 at 8:41 AM
Integration >> Offline Forms
Mon, 19 Sep, 2022 at 8:42 AM
Tools >> Rebuild Process Security
Mon, 19 Sep, 2022 at 8:46 AM
Tools >> Rebuild Views
Mon, 19 Sep, 2022 at 8:46 AM
Process Group
Top menu >> Setup >> Process group Process Groups can be used to group processes that are being used by a department or it can be a way to...
Tue, 29 Mar, 2016 at 1:51 PM
Compare Templates
Top menu >> Setup >> Compare templates This page shows all processes in your subscription and compares the data such as: amount of forms, ...
Mon, 4 Apr, 2016 at 10:17 AM
All Processes History
Top menu >> Setup >> All processes history This page shows you the history of processes, when they were added and modified. The blue His...
Mon, 4 Apr, 2016 at 10:27 AM
Add Folders to Process
Add folders to a process to keep you files organized. For example, if you are tracking occupational health & safety incidents, you may want to setup fol...
Mon, 6 Jul, 2015 at 2:46 PM
Process Archive
When a new Process is added, its initial state is referred to as Active. In an Active state, users whose Role or Staff Group have permission can use it acco...
Fri, 26 Aug, 2022 at 4:56 PM
Process Deletion
 For whatever reason you may have for deleting a Process, you can do so by clicking Delete. However, you will not be able to remove a Process if the p...
Fri, 26 Aug, 2022 at 5:11 PM