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Help

Everything you need to streamline your processes...

  • 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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Help Articles

  • Deputy + Process Street Integration
  • Recruitee + Process Street Integration
  • Zoho Recruit + Process Street Integration
  • SCIM User Provisioning With Okta
  • Email Widget Troubleshooting

Help Categories

  • Using Process Street
  • Sharing Processes
  • Security & GDPR
  • Run Workflows
  • Reports & Analytics

Popular Articles

  • Basics of Creating and Editing Workflows
  • Getting Started with Process Street
  • Running Workflows
  • What is the Difference Between Workflows and Workflow Runs?

Categories

  • Automations & Integrations
  • Common Questions
  • Build/Edit Workflows
  • Organization Management
  • Example Workflows

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