Process 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.

Screen Shot 2024-03-04 at 2.12.59 PM

1. From Mission Control select the Process Flow Icon.

Screen Shot 2024-03-04 at 2.11.00 PM

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

Screen Shot 2024-03-04 at 2.11.15 PM

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

Screen Shot 2024-03-04 at 2.14.41 PM
To open this...

Screen Shot 2024-03-04 at 2.14.55 PM