CIAL360
All you need to know to make the most of CIAL360
34 articles
What is the Documents Management feature in the Insights section?
What functionalities does it offer?
How are documents categorized?
Can users customize document lists?
How can documents be configured in workflows?
What information is available on the final page of the workflow?
What can users see on the Documents Management Insights page?
How are document statuses summarized?
How are these statuses organized?
What is the purpose of selecting document statuses in the workflow?
How can I select companies for document updates?
What happens after I select the companies?
How can I choose a workflow to apply to the selected companies?
What is the document status selection and when does it appear?
What document status options are available for selection?
What happens if no document status is selected?
How will I know if the workflow was successfully initiated?