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TAP User Guide PDFs

TAP User Manual PDFs

Select a section of the User Manual below to view the PDF version.

 

General Information

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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

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This guide includes information on:

  • System Administration 
  • Salesforce Keys
  • User Permissions & Roles

 

Business Automation

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This guide includes information on:

  • Business Automation
  • CSV Validation
  • Data Sources
  • The Designer
  • Designer Forms
  • Workflow (general)
  • Workflow Permissions

 

Document Library

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This guide includes information on:

  • Document Library 
  • MegaSign
  • Sequence Generators

 

How-To's: Dashboard

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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

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This guide includes information on:

  • Working with Formulas
  • Setting Global Styles
  • Setting Styles for Form Fields

 

 

How-To's: Workflows

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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

 

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