Onboarding

Process Work Flow

Click the Process Flow icon on your dashboard and view all of your statuses and what happens at each step of your process. Then, make adjusts right from the Process Flow everywhere you need them.

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1. From Mission Control select the Process Flow Icon

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2. View the emails and documents attached to each status as they appear in order. 

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EXAMPLE: Adjust an email by selecting the pencil icon next to it. 
1) Select this... 


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To open this...

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