End User Management: Alerts, Workflow, Approvals, Caseloads

Taylor Roderick avatar Starla avatar Bekah K. avatar +4
56 articles in this collection
Written by Taylor Roderick, Starla, Bekah K. and 4 others

ETO Alerts | Alert Content

#EndUser #Alerts
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

SFTP (Secure File Transfer Protocol)

SFTP is an added feature utilized by ETO customers to transfer data to ETO.
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

How to Set Up the Context Bar

Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

Review Staff Efforts (NEW)

#EndUser
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Written by Kristen Farnsworth
Updated over a week ago

Review Staff To Do

#EndUser
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Written by Kristen Farnsworth
Updated over a week ago

Workflows | Dashboard Part

#EndUser
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Written by Bekah K.
Updated over a week ago

Approvals | Main Page

#EndUser #Approvals
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Written by Kristen Farnsworth
Updated over a week ago

Approvals | My Work / View Approvals

#EndUser
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Written by Kristen Farnsworth
Updated over a week ago

Disable a User Account

#EndUser
Izzy avatar
Written by Izzy
Updated over a week ago

Approvals | Approval Forwarding

#EndUser#Approval#Forwarding
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Written by Kristen Farnsworth
Updated over a week ago

Approvals | Creating a New Approval Form

#EndUser#NewApproval
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Written by Kristen Farnsworth
Updated over a week ago

Approvals | Security for Approval Forms

#EndUser#ApprovalForms#Security
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Written by Kristen Farnsworth
Updated over a week ago

Approvals | Approval Notification/Dashboard Message

#EndUser#Approvals#Dashboard
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Written by Kristen Farnsworth
Updated over a week ago

Approvals | New Approval Notification/Email

#EndUser#Manage Approvals
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Written by Kristen Farnsworth
Updated over a week ago

Account Merge

Merging two emails that exist in two unique Enterprises to one email that has access to both Enterprises.
Bekah K. avatar
Written by Bekah K.
Updated over a week ago