Get Started Guide

This guide provides direct links to articles that will walk you through step-by-step instructions on how to manage your Process Automation and Digital Services instance.

Important Note

The features and functions available to you may vary depending on your organization's preferences and the roles and permissions assigned to your user account.

Log In and Manage Account

• Sign In to Your Site

• Edit Your Profile

Manage Settings

• Workspaces

• Roles

• Team Members

• Integrations

• Calendar Bookings

Build Apps

• Create & Manage Apps

• Add a Form to an App

• App Users

• Customize App Menu Items

• Add a Custom Link to an App Menu

Build Forms

• Create & Manage Forms

• Convert a PDF to a Form

• Use Form Templates

• Customize the Form Submission Display

• Form Element Types

• Add Conditions to a Form

Set Up Form Workflows and Approvals

• Add an Email Submission Event to a Form

• Configure Approvals Solution

• Add an Approval Flow to a Form

• Add a Payment Event to a Form

• Add a Scheduling Event to a Form

Share Forms

• Copy a Link to a Form

• Embed a Form on Your Webpage

• Embedded Forms with Payments

Manage Form Submissions

• View & Extract Form Submission History

• Data Viewer

• View & Manage Assigned Approvals

Use Advanced Tools

• Environments

• Email Templates

• Lists

• Lookups

Best Practices and Supports

• Best Practices

• Contact Support

• View Your Support Tickets

• Get Started With the Help Center