Forms and Workflows

This section allows you to control various aspects about how forms and utilized in your organization.

Overview

Forms and Workflows is an essential section that allow you to customize how your Agents interact with their tasks. You can adjust the visibility and structure of forms, deciding which sections are mandatory and which forms are required for your Agents to complete, allowing you to tailor the process to fit your operational needs. By optimizing these settings, you can streamline your Agents' workflows, reduce manual entry errors, and ensure a more structured and effective approach to task management.

Accessing the Forms and Workflows section

1. Click the dropdown menu in the top-right corner of the screen

2. Click on Manage Account from the dropdown options

3. In the left navigation bar, click on Forms and Workflows to access the section

Making changes to Forms and Workflows

Any changes that you make to Forms and Workflows, must be confirmed by clicking the Save button at the bottom of the page.