Automation Fundamentals

Watch this animation to learn how to import prebuilt custom processes into your FYI platform.

For detailed instructions refer to Importing Custom Processes.

Working with Process Controls

Watch this animation to learn whether a process is actively running, who it's running for and when it's running.

For detailed instructions refer to Setting up Custom Processes.

Testing your Custom Processes

Watch this animation to learn how to test your custom processes using a sample client, job or document.

For detailed instructions refer to Testing Custom Processes.

Managing & Troubleshooting your Custom Processes

Watch this animation to learn how to review the process history to check the status, stop or retry your custom processes.

For detailed instructions refer to Process History and Activity.