TAP Solutions
This guide contains quick tip articles and videos on how to perform specific actions within the ThinkSmart Automation Platform (TAP)
- Administration and Permissions
- This guide provides an overview of product features and related technologies. In addition, it contains recommendations on best practices, tutorials for getting started, and troubleshooting information for common situations.
- How to configure the visibility for View History to check the Audit Trail for a Record in the TAP Environment
- How to provide a User Role the ability to view all the records in the TAP Environment
- How to provide different Roles in the TAP Environment the permission to edit a Workflow Template
- How to use the New User settings
- Pinned filters configuration settings in the Workflow Dashboard
- APIs and Integrations
- This guide provides an overview of APIs and Integrations available in TAP
- Add a new and/or another DocuSign account for TAP
- Add a new and/or another Adobe account for TAP
- How do you connect Adobe Sign with TAP?
- Tagging Adobe Sign and DocuSign
- TAP API Documentation
- TAP Docusign Integration Update Oct 2022
- TAP TeamConnect Troubleshooting Tips and Tricks
- TAP Third Party Support Matrix
- TAP/TeamConnect Integration
- Application Overview
- Page notifications Off This guide provides an overview of product features and related technologies. In addition, it contains recommendations on best practices, tutorials for getting started, and troubleshooting information for common situations
- Cancelling a Request
- Cancelling a Signature
- Cancelling e-Signatures
- Editing a Request
- Five Creative Ways to Leverage Auto Skips and Auto Submits
- How do I access TAP from my email?
- How do I export a workflow
- How Do I Import A Workflow
- How do I know what is assigned to me?
- How do I preview a workflow
- How do I publish and unpublish a workflow
- How to use Mitratech Gold Standard workflows
- How to View Related Documents
- Reassigning a Workflow
- Removing a Workflow From the Dashboard
- Form Builder
- This guide provides an overview of product features and related technologies. In addition, it contains recommendations on best practices, tutorials for getting started, and troubleshooting information for common situations.
- Adding Attachments and Instructions to a Workflow Stage
- How-to Generate a Random Integer upon initiating a workflow
- How do I segment a long form into short, click-through sections?
- How do I use Workflow Templates?
- How to Add Images, Videos, and Gifs to TAP
- How to use images, GIFs, and video in TAP
- Setting Global Styles
- Setting Styles for Form Fields
- TAP - How to Edit the Hyperlink setup for a Custom HTML Form field in a Workflow
- Frequently Asked Questions and Solutions
- Review FAQs, Notices, and Solutions