Precedent Workflows

Precedent Workflows

Create standard precedent workflows that, when applied to files, generate series of appropriately timed and assigned appointments and tasks.

Learn by video - Precedent Workflows

Topics

●        What are precedent workflows?

●        Create a precedent workflow

●        Copy a precedent workflow

●        View the precedent workflows list

●        Apply a precedent workflow to a file

●        Customize precedent workflow features

●        Reschedule events created from a precedent workflow

[Main Topics]

Amicus Cloud (July 2023)

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