Knowledge Base
- Getting Started
- New to TAP? Pick up the basics, and learn the essentials, and get up and running with these easy tutorials.
- 10 Tips and Tricks For Showing Off Your TAP Workflow Skills
- AI Terms and Conditions
- All Designer Form Fields
- Business Automation
- Change Management Tips and Tricks
- Getting Started Checklist
- Dashboard Quick Start
- Dashboard User Interface
- Designer User Interface
- Design Considerations for Data Interaction
- Document Library
- DocuSign Integration Setup for TAP Application
- General Information
- How to Create and Manage TAP Support Tickets
- Managing Your Workflows
- Setting Up TAP External API with OAuth support
- Stages and Relationships
- That Feeling When..? The Top 7 Workflow Mistakes to Avoid
- The Workflow Dashboard
- Workflow Gallery
- Workflow Properties and Options
- Stage Level Properties
- Learn about workflow stages and stage-level properties to configure the way the webforms appears to your end-users.
- Anonymous Access and Initiate Workflow by Email
- Attachments and Instructions (Stage Level)
- Collaboration Stage
- Document Builder
- eSignature Splitters
- Form Access
- Form Mapping
- Form Prepopulation
- How to use CSS (style sheets) in a TAP Workflow
- Sequence Generators
- Stage Conditions
- TAP Send to Record Functionality
- Workflow Flags
- Relationship Properties
- What happens after an end-user submits a form? Automated emails, logic driven decisions, integrations, and more!
- Roles and Users
- Who can do what? And when? Learn how to set up roles within workflows and within the application.