TAP
TAP Training Portal
TAP is a cloud-based solution for automating business processes. It enables users to design, deploy, and optimize workflows efficiently.
TAP Ideas Portal
The TAP Ideas Portal lets users share ideas, vote, and collaborate to shape TAP’s roadmap and influence workflow automation enhancements.
TAP Release Notes
We upgrade TAP regularly with new features and solutions. Check the release notes to explore the latest enhancements and improvements!
TAP Co-Innovation Center
The TAP Co-Innovation Center lets you explore workflows, learn from peers’ expertise, and share your own for collaborative growth.
Featured Training Courses
Application Overview
The first thing you see upon logging in to TAP is the Workflow Dashboard. In this tutorial, learn how to navigate and customize the dashboard, dive into the Designer tool, and build your own workflow.
Advanced Form Builder
Discover the complex functionality hidden in the form builder and practice using data sources.
Stages and Relationships
Explore the Workflow Designer’s functionality for Stage and Relationships, and test your knowledge.
Knowledge Base Resources
Collaboration Stage
The Collaboration Stage is an advanced workflow feature, that allows unstructured components to be embedded within your structured business process.
eSignature Support
Learn to use eSignature Support to configure your documents to be sent for signature.
Using the TAP Designer
Learn how to utilize the TAP Designer to build workflows and automate your business processes.
Recommended Articles
TAP API Documentation
This is a list of the APIs present in TAP.
TAP Fundamentals Training Courses
Access essential TAP training courses to build a strong foundation. Explore key concepts, enhance skills, and deepen your expertise.
TAP/TeamConnect Integration
This guide covers TAP-TeamConnect integration, setup, key features, sending files, multi-value fields, and troubleshooting tips for an efficient experience.
Dashboard Quick Start
The TAP Workflow Dashboard helps initiate, track, and manage processes with real-time updates, task assignments, and filtering for better control.
Tagging and Merging Text Fields in Word, Adobe Sign and Docusign
The Text Tagging page explains merging web form data for eSignatures using Adobe Sign or DocuSign.
Videos
Intro to TAP Integrations
This video covers TAP integrations, TAP API, and external APIs for automation, bulk initiation, user imports, and analytics integration.
TAP/TeamConnect Demo
This video covers connecting TeamConnect with TAP, configuring workflows, setting keys, record searches, pre-populating fields, and data retrieval.
eSignature Document Templates
This video covers building eSignature templates in Word and TAP’s Document Builder, including applying conditional rules for customization.