How to use
Articles are ordered as someone would experience RPM. For example, login, dashboard, processes, etc.
Top menu >> Processes >> Summaries
The Summaries page allows you to select a process and view and will display a summary of the columns ...
Mon, 11 Apr, 2016 at 3:19 PM
In any of your views you have the ability to show the files or file links attached to either a customer, agency or form. This makes it easy to open the...
Fri, 15 Jul, 2016 at 2:21 PM
This solution goes over how to update your current Agent and Customer dashboard and widgets now that making Agent and Customer views is possible in RPM 26. ...
Wed, 7 Feb, 2024 at 8:23 AM
Top menu >> Processes >> Drafts
You have the option in the setup of a process template to make attaching a file in a folder required. Th...
Wed, 27 Apr, 2016 at 8:32 PM
The Archive function removes the form from the 'Active' view and any other view that excludes archived forms. Archive is used when you want to prese...
Fri, 2 Feb, 2024 at 11:22 AM
This video goes over the process to update widgets on Customer dashboards now that making shared views for Customer users is possible in an addition to RPM ...
Wed, 7 Feb, 2024 at 8:37 AM
The Add/Edit form button will allow you to add a new form or edit an existing form without leaving the one you are currently working on. This option will be...
Thu, 29 Jul, 2021 at 4:10 PM
You can favorite Views so that they will always be sorted to the top of your Views list. This will allow you to easily find your most commonly used Views. B...
Wed, 11 May, 2022 at 1:28 PM
The Search function will allow you to search for specific values across all your forms in the process. Top Menu >> Processes >> Search ...
Thu, 21 Sep, 2023 at 3:02 PM
You have the ability to filter any view to identify forms within a process that meet your criteria. To Filter, click on the Filter button. With F...
Wed, 8 Sep, 2021 at 10:35 AM