Process >> Template
Deleting a process in some cases requires additional actions before you are able to delete it. If process flow is setup between this process and another you...
Fri, 1 Dec, 2023 at 2:50 PM
Forms can display a different logo based on the user type that is logging in and viewing it. You can set it to display no logo, the subscription logo, A...
Thu, 7 Dec, 2023 at 3:01 PM
This is a handy feature that allows you to copy the security settings from another process that you are using. You can use this for new processes or an exis...
Thu, 4 Jan, 2024 at 8:38 AM
Digitally sign off on an order or contract using your mobile device or laptop. You can use this feature to have your staff sign off on specific status level...
Fri, 5 Jan, 2024 at 12:10 PM
Display settings of processes gives you the ability to customize the look and feel of your process. For full setup options for processes Top menu ...
Thu, 4 Jan, 2024 at 8:29 AM
This article will describe briefly what each tab in the setup of a process does and provide links to each with more information. Template - Basi...
Thu, 25 Nov, 2021 at 1:13 PM
Top Menu > Setup > + Add a process Then give the process a name and assign it a process group.
Mon, 8 Nov, 2021 at 12:16 PM
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 the Pro...
Fri, 6 Oct, 2023 at 10:50 AM
The History tab will show you all the details of the changes made to the Process as well as the user(s) that made the change. Top menu >> Setup &...
Thu, 15 May, 2025 at 10:26 AM