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Build

Learn how to build Programs, create Workflows and configure Automations

Programs

  • How to Create a Program
  • Site Dashboard: Overview
  • Collaborators: Overview
  • How to Launch a Program
  • How to Duplicate a Program
  • How to Move a Program to Trash
See all 10 articles

Workflow & Stages

  • Workflow: Overview
  • Stages: Overview
  • How to Add/Duplicate a Stage
  • How to Set Up an Application Stage
  • How to Set Up a Simple Review Stage
  • How to Set Up an Advanced Review Stage
See all 13 articles

Tasks

  • Tasks: Overview
  • How to Add/Edit an Applicant Task
  • Reusable Applicant Tasks
  • Accepted File Formats for Attachments
  • Fill out a Form Task
  • Attach File Task
See all 14 articles

Forms

  • Forms: Overview
  • Form Builder: Overview
  • How to Create/Edit a Form
  • Form Question Types: Overview
  • How to use Advanced Branching Logic to Dynamically Change your Form
  • How to Safely Make Changes to a Live Form
See all 12 articles

Form Question Types

  • Section Heading Question
  • Text Response Question
  • Multiple Choice Question
  • Rating Scale Question
  • Dropdown Question
  • Checkbox Question
See all 16 articles

Automations

  • Webhooks: Overview
  • Automations: Overview
  • Automations: Activations ("WHEN TO APPLY")
  • Automations: "CONDITIONS"
  • Automations: Actions ("DO")
  • Advanced Automation Settings
See all 10 articles
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