Custom Process Examples
Step by step examples that you can use as a basis for setting up your own Custom Processes.
- Sending a Bulk Email with an Attachment
- Sending an Income Tax Return Checklist to a Client
- Pending Approval Notification (Custom Process using a View and Summary Notification)
- Client Signed Notification (Custom Process using a View and Summary Notification)
- Client Upload Notification (Custom Process using a View and Summary Notification)
- Sending a Reminder to Contact Client if there was No Partner Contact in 90 days