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The Processes tab lists any Automations and Custom Processes that have been set up to run manually and that can be run for a selected client.
The process is run in the same way as from the Client - Processes tab (refer to Client Processes and Process History and Custom Processes). When you are prompted to select the Job under which to file any documents created by the process. the currently selected Job displays as default.
The Process History tab is an automatic log of any automation Processes that have run for the job, with the Status as "Success", "Error" or "Progress".
Process History Checklist
In the Process History list, click an entry to open the Process History Checklist for that process. This shows a summary of the steps in the process and shows the Status of each step.
From the Process History Checklist, clicking on an item opens the drawer to give you access to what the process created. You can also access any Tasks created by the process, for example, if you need to mark a blocking Task as "Completed" so that a process will finish.
If needed, you can stop a process that is in Progress from the Process History Checklist.
The Process History Checklist is used in the same was as on the Client - Process History tab. Refer to Process History Checklist in Client Process History Checklist.