End User Management: Alerts, Workflow, Approvals, Caseloads

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62 articles in this collection
Written by Taylor Roderick, Starla, Bekah K. and 5 others

Approvals | Reporting on Approvals

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Written by Bekah K.
Updated this week

ETO Connect | Data in ETO Results

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Written by Training Team
Updated this week

ETO Alerts | Alert Content

#EndUser #Alerts
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Written by Bekah K.
Updated this week

SFTP (Secure File Transfer Protocol)

SFTP is an added feature utilized by ETO customers to transfer data to ETO.
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Written by Bekah K.
Updated this week

How to Set Up the Context Bar

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Written by Taylor Roderick
Updated this week

Review Staff Efforts (NEW)

#EndUser
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Written by Kristen Farnsworth
Updated this week

Workflows | Dashboard Part

#EndUser
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Written by Bekah K.
Updated this week

Approvals | Main Page

#EndUser #Approvals
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Written by Kristen Farnsworth
Updated this week

Approvals | My Work / View Approvals

#EndUser
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Written by Kristen Farnsworth
Updated this week

Disable a User Account

#EndUser
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Written by Izzy
Updated this week

Approvals | Approval Forwarding

#EndUser#Approval#Forwarding
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Written by Kristen Farnsworth
Updated this week

Approvals | Creating a New Approval Form

#EndUser#NewApproval
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Written by Kristen Farnsworth
Updated this week

Approvals | Security for Approval Forms

#EndUser#ApprovalForms#Security
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Written by Kristen Farnsworth
Updated this week

Approvals | Approval Notification/Dashboard Message

#EndUser#Approvals#Dashboard
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Written by Kristen Farnsworth
Updated this week

Approvals | New Approval Notification/Email

#EndUser#Manage Approvals
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Written by Kristen Farnsworth
Updated this week

Account Merge

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