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Search results for: add steps

Adding Workflow Steps

How to add workflow steps to replicate your process… Adding Workflow Steps To add workflow steps, press the ‘+’ button Upon clicking the "+" button,… From here, click on ‘Workflow’ on the white sub-menu to add the steps
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Written by Amy Casebolt
Updated over a week ago

Assigning Workflow Steps

Learn how to assign workflow steps to specific users… Assigning Steps in Workflows Once you add steps to your workflow, you are ready to assign the workflow… steps!
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Written by Amy Casebolt
Updated over a week ago

Multi Step vs Single Step forms

Learn about multi-steps in digital and paper forms… Adding Multiple Steps in Paper Form Builder To add another step, simply click ‘Add Step’ and name the… Adding Multiple Steps in the Digital Form Builder On the Digital Form Builder, Form Steps is found
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Written by Amy Casebolt
Updated over a week ago

Adding Paper Form Fields

[Inline Video] Now that your paper form is uploaded in Script, it is time to add form steps and form… To add another step, simply click ‘Add Step’ and name the step user… Form Steps are used to assign fields to users
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Written by Amy Casebolt
Updated over a week ago

Add and Delete User

Add a user… [Inline Video] To add or delete a user you can click here to go directly to your user's page, or navigate… last remaining step is to add in the account details for the new user
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Written by Amy Casebolt
Updated over a week ago

Adding Digital Form Fields

To add another step, simply click ‘Add Step’ and name the step user… Once you have created a digital form, now you are ready to add fields… Steps are used to assign fields to users
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Written by Amy Casebolt
Updated over a week ago

Identifying a Process Bottleneck

Pending Steps By Assignee On the workflow dashboard, use ‘Pending Steps By Assignee’ to view pending… By clicking ‘All Steps’, you can filter by the step type… Examples: If it is common that users stop at a file upload step, you can add an instruction box
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Written by Amy Casebolt
Updated over a week ago

Add Team Owners

Steps… Click the “Add Owner” button In the bottom right corner of the Owners card 6… Select one or more users to add as a Team Owner 8
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Written by Patrick Cahill
Updated over a week ago

Add Dynamic Data to Notifications with Merge Tags

Adding Merge Tags to Documents To add merge tags to your notifications first click the notification… Simply click on the merge tag you wish to add or drag and drop to create the message
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Written by Amy Casebolt
Updated over a week ago

Add Members to Team

Steps… an Account Owner or the Owner of a Team You have created a Team The person you want to add… is already a user of your script organization Account owners and team owners can add any existing
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Written by Patrick Cahill
Updated over a week ago