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 to all Clients
- Sending an Email to a Segmented Client List
- Marketing Unsubscribe
- Sending a Bulk Email with an Attachment
- Onboarding a New Client
- Quarterly Reports Reminder
- Sending an Income Tax Return Checklist to a Client
- Establishing a New Entity
- Year End Compliance Job Kick Off
- Year End Compliance Job - Start to Finish
- Internal Reminder to Contact Client
- Alter Document Name Received from Signing Service