Running processes as case flows
Running processes as case flowsHow to create case templates and run variations of your process on demand. This sends the right tasks to the right people at the right time.
Creating forms to distribute with tasksHow to make your paper forms digital and publish them for distribution with tasks to the right role at the right time.
Set custom, standard case name formatsNeed to ensure consistent case names? Then use this feature to ensure that everyone follows the same standard for naming new cases.
Share cases for simpler access by external collaboratorsLet selected external users view cases, work instructions and complete tasks in in a simpler way. This article explains how it is done.
Using and filling in formsLearn how to use forms for tasks and how to access the data of filled in forms
Case assignmentLearn how to organize and assign your cases for process execution. Collaborate as a team around running a case.