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Workflow

Audit Logs for Configuration

Audit Log

Learn about how Workflow can automates processes

WIP What are Automations?

Automation Events

Automation Conditions

Branching vs Sequencing Connections

Automation Actions

How to create an automation

WIP Developing Automations/Best Practices

Automation Usage Log

How to Activate, Deactivate or Delete Automations

Automations

Document Details, Form, Reference, Header

Document Status

Document History

Document Files

Document Associated Assets

How to change System Fields, Reference and Header Information for Documents

How to delete a Document

How to send emails from Documents

Document Table Types

How to Update Fields

Documents

How to customize Page Layouts for Document Types

How to create Table Types

How to create a Document Template

Importing Field Types

Publishing Changes for Document Templates

Document Templates

Streamline communication with pre-designed emails

How to create Email Templates

Email Templates

Single Select Fields

Formula Fields

How to configure a Formula Field

What are Fields?

How to Create Fields

Long Text Fields

Short Text Fields

Boolean Fields

Date Fields

Number Fields

Multi Select Fields

Contact Selector Fields

How to use Condition Logic

Promoting Fields

How to configure Selection Fields

Fields

How to download and upload import templates

How to Import Data

Import details and failure logs for imports.

Import History

Import Rules & Field Columns

Import Statuses and Failed Rows

Importing Data

How to Archive a Document Type

Jobs & Tasks

How to create People Selection Audiences

People Selection Conditions

People Selection Recipients

People Selection

How to create a Saved View

Tables Filtering and Sorting

How to Manage Saved Views

How to Assign Multiple Documents

How to Update Fields for Multiple Documents

How to Change Statuses for Multiple Documents

Tables

How to create Statuses

How to create Transition Rules for Statuses

How to link Statuses

How to Delete Statuses

Statuses

Find answers and get help from Intercom Support and Community Experts

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