TAP User Guide PDFs - Legacy
List of the TAP User guides as PDFs
TAP User Manual PDFs
Select a section of the User Manual below to view the PDF version.
General Information
This guide includes information on:
- The TAP Toolbar
- Logging in and Out
- Using Self-registration
- Using the Date Entry Calendar
- Working with Lists
- Filtering
System Admin
This guide includes information on:
- System Administration
- Salesforce Keys
- User Permissions & Roles
Business Automation
This guide includes information on:
- Business Automation
- CSV Validation
- Data Sources
- The Designer
- Designer Forms
- Workflow (general)
- Workflow Permissions
Document Library
This guide includes information on:
- Document Library
- Sequence Generators
How-To's: Dashboard
This guide includes information on:
- Cancelling a Request
- Cancelling e-Signatures
- Canceling a Signature
- Viewing Related Documents
- Removing a Workflow
- Figuring out what is assigned to you
- Access TAP from your email
- Editing a Request
- Reassigning a Workflow
How-To's: Forms
This guide includes information on:
- Working with Formulas
- Setting Global Styles
- Setting Styles for Form Fields
How-To's: Workflows
This guide includes information on:
- Using a Workflow Template
- Setting Conditions for a Stage
- Adding Attachments to a Workflow Stage
- Configuring Notifications
- Text Tagging in Microsoft Word documents
- Segment a long form into a short, click-through section
- Documentation Tagging
- Setting Conditions for a Relationship
- Form Pre-population
- Form Mapping
- Salesforce Support
- E-Signature Support for Relationships
- Form Access
- Configuring a Child Workflow