RPM Software

Templates 22

• Employee Shout Out!! Process
• Dynamic Orders - Setup Guide
• Internal Task Board
• Communication Log Process
• Agencies Process

View all 22

Setup 4

• Process Group
• Import/Copy a Process
• Compare Templates
• All Processes History

How to use 51

• Import in Process (add or update forms)
• View & Filter Table Fields
• Import Data into Table Fields
• View Downloads and Sorting in Excel
• Add Participants

View all 51

Process >> Template 19

• Process Security
• Signatures
• Electronic Signatures Definitions
• Layouts
• Layouts - Style Sheets (CSS)

View all 19

Process >> Fields 41

• Process Setup - Fields
• Process Setup - Min and Max Value(s)
• Process Setup - Archive Fields
• Label Rows In Defined Table Field
• Process Field Protection

View all 41

Process >> Field Groups 1

• Process Setup - Field Groups

Process >> Workflow 8

• Process Setup - Workflow - Actions and Action Triggers
• Process Setup - Workflow - Action Type
• Staff Groups - Action Triggers
• Process Setup - Workflow - Status Trigger
• Process Setup - Workflow - Approvals

View all 8

Process >> Commissions 4

• Process Setup - Commissions
• Process Setup - Commissions - Reference Method
• Turn on Reconcile for Process
• Assigning Reps from Orders

Dashboard 33

• Dashboard Setup
• Widgets
• Portal Widget
• Announcements Widget
• Search Widget

View all 33

Process Flow 2

• Process Flow
• Flow Groups

Table Fill 1

• Table Fill

Email Notification 5

• Email Notification
• Email Integration
• Email Notification
• Email Notification Setup
• Email Notification - Form Information

Shells 1

• Shells

Process Settings 2

• Process settings
• Default Columns (process view)

Subscription Settings 7

• Authority List
• Subscription Settings
• Currency Symbol option
• Edit Subscriber Name
• Date Format

View all 7

Security Settings 1

• Security Settings (logon)

Usage >> Files 1

• Files (Usage)

Usage >> Imports 1

• Import History(all types)

Usage >> Last View Downloads 2

• Last view downloads (Setup)
• Last view download

Usage >> Deleted Forms 1

• Deleted Form History

Integration >> Email Integration 8

• Email Integration - Setup
• Email Integration - How to use
• Email Integration - Troubleshooting
• Google App Password for Email Integration
• Migrate From Basic Email Integration Settings

View all 8

Integration >> Webhooks 1

• Webhooks

Tools >> Rebuild Process Security 1

• Rebuild Process Permissions

Tools >> Rebuild Views 1

• Rebuild Views (Under Construction / Needs Text)