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About 9 results
  • eSignature Splitters
    https://success.mitratech.com/TAP/KnowledgeBase/Stage_Level_Properties/eSignature_Splitters
    Splitters are your holding stages for e-signature relationships, and can ensure that workflows are not initiated until such time that some action is taken on the e-signature transactions. Learn how to...Splitters are your holding stages for e-signature relationships, and can ensure that workflows are not initiated until such time that some action is taken on the e-signature transactions. Learn how to set a splitter up and how to leverage the e-Signature statuses at the relationship levels.
  • Form Pre-Population
    https://success.mitratech.com/TAP/Videos_Temp_Folder/Form_Pre-Population
    Auto populate fields in webforms by leveraging metadata surrounding portal users or grid data sources. Use this information to create on-the fly interactions within the workflow transaction, or simpl...Auto populate fields in webforms by leveraging metadata surrounding portal users or grid data sources. Use this information to create on-the fly interactions within the workflow transaction, or simply use it to populate user/workflow metadata.
  • Workflow Roles
    https://success.mitratech.com/TAP/KnowledgeBase/Roles_and_Users/Workflow_Roles
    This page provides insights into assigning workflow roles to individuals for various workflow stages, along with helpful tips for utilizing these roles effectively.
  • Form Mapping
    https://success.mitratech.com/TAP/KnowledgeBase/Stage_Level_Properties/Form_Mapping
    Form Mapping creates auto-text through Parent/Child Mapping or Child-Only Mapping
  • Stages and Relationships
    https://success.mitratech.com/TAP/KnowledgeBase/Getting_Started/Stages_and_Relationships
    Learn how to set up and leverage the workflow stages as well as associates relationships. We’ll show you the functions that can be form on each component.
  • Form Prepopulation
    https://success.mitratech.com/TAP/KnowledgeBase/Stage_Level_Properties/Form_Prepopulation
    Use Form Prepopulation to give form fields default values
  • Attachments and Instructions (Stage Level)
    https://success.mitratech.com/TAP/KnowledgeBase/Stage_Level_Properties/Attachments_and_Instructions_(Stage_Level)
    This tutorial will teach the end user how to leverage the stage attachments and instructions and will guide the user as to how to set up this feature within the Design tool.
  • Form Access
    https://success.mitratech.com/TAP/KnowledgeBase/Stage_Level_Properties/Form_Access
    Within the designer workflow properties, we will learn the basics of setting up form access at each stage of a workflow as well as the different types of access available.
  • Stage Conditions
    https://success.mitratech.com/TAP/KnowledgeBase/Stage_Level_Properties/Stage_Conditions
    Learn how to build conditions with associated control types. Leverage conditions at the stage level to show and hide fields, or at the relationship level with the Designer to move workflows down speci...Learn how to build conditions with associated control types. Leverage conditions at the stage level to show and hide fields, or at the relationship level with the Designer to move workflows down specific paths.