Getting Started

The Basics

• How to Sign In
• How to Start a New Workflow
• Understanding the Dashboard
• Understanding Dashboard Search
• How to Pause and Resume Workflows

Groups & Permissions

• Administrator Role
• Basics of Group Management
• User Management
• Understanding and Managing Permissions
• Repository Permissions and Access

Notifications

• Understanding Workflow Activity Notifications
• Contract Expiration Notifications
• How to Send a Reminder
• Email Notification Triggers
• Common Reasons for Unreceived Email Notifications