Process Management

How to use

• Formula Field for Future Date Calculation
• Importing as Repeating Fields
• Updating Existing Data in Repeating Fields
• Special Phone Migration
• Add Agency Participant (mass)
• Add Customer Participant (mass)
• Import in Process (add or update forms)
• Process Views
• View & Filter Table Fields
• Add Participants
• Import Data into Table Fields
• Add Links to Files Box