Workflows
Ideal for client or employee onboarding.
11 articles
- What are Portal Workflows?
- Why a form in my workflow cannot be filled out by a client if it was used in the past?
- How to set a deadline on a workflow
- How to set up automatic deadline reminders
- How to ask a client to upload documents inside a workflow
- Choose when billing starts on a quote
- How to format and reuse the message your client sees in a workflow
- Portal workflows: visibility, sharing and onboarding – what your clients will see