Help

• General 21 Articles

  • Demo Video
  • Inbox
  • Contacting Support

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• Getting Started 22 Articles

  • Workflow Templates to Help You Get Started
  • Getting Started with Process Street
  • Managing Your User Profile

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• Pages 10 Articles

  • Library
  • Pages
  • How To Link Pages To Workflows/Vice Versa

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• Build/Edit Workflows 25 Articles

  • Basics of Creating and Editing Workflows
  • How to Archive Workflows
  • Making Changes to Workflows

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• Run Workflows 19 Articles

  • Naming Workflow Runs
  • Running Workflows
  • Workflow Run Activity Feed

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• Manage Permissions 7 Articles

  • Managing User Permissions
  • Managing Group Permissions
  • Managing Workflow User Permissions

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• Sharing Processes 12 Articles

  • Export Workflow Runs and Form Field Data to CSV
  • Public and Embedded Workflows
  • Managing Workflow User Permissions

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• Security & GDPR 7 Articles

  • Is My Data Secure?
  • GDPR Statement
  • Enabling ADFS SSO

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• Using Process Street 7 Articles

  • Using Email Notifications in Process Street
  • Creating & Managing Folders
  • Moving Workflows Between Folders

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• Partner Program 1 Article

  • Do You Have a Referral Partner Program?

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• Reports & Analytics 4 Articles

  • Viewing Archived Workflows and Workflow Runs
  • Completed Workflow Runs
  • Reports

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• Example Workflows 23 Articles

  • Client Onboarding
  • Marketing
  • Employee Onboarding

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• Automations & Integrations 69 Articles

  • Zapier (2,000+ Apps) + Process Street Integration
  • Close.io + Process Street Integration
  • Google Workspace + Process Street Integration

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• Organization Management 24 Articles

  • How to Archive Workflows
  • How To Archive Workflow Runs
  • Managing Users in Your Organization

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• Common Questions 65 Articles

  • What is a Guest?
  • What is Process Street?
  • How Long Have You Been Around?

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