GLM & SLM - Processes
- End to End Process Testing Videos
- Add a New Process
- Processes Overview
- Edit the Process Summary
- Process Visibility Types
- Process Start and End Dates
- Show Contact Info
- Process Toggled Available or Not Available
- Process Stages
- Follow Ups for Non-Applicants
- Add, Remove, or Change Forms in Process Stages
- Form Due Dates
- Copy Functionality
- Auto Configure Installments
- Follow Up Auto Due Date Options
- Copy a Process
- Copy a Form into a Different Process
- The Boat Method: Sync a New Question Between Processes
- Archive or Restore a Process