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Wizards

Process Wizards 101

This article explains Process Wizards in basic terms. If you are new to the concept of Process Wizards, this article is for you.

Updated 4 months ago by Nate Christensen

Creating Process Wizards

This article explains how to create Process Wizards and use them on loans.

Updated 4 months ago by Nate Christensen

Process Wizard Groups

This article explains how to set up and use Process Wizard Groups.

Updated 5 months ago by Nate Christensen

Process Wizard Roles

This article explains what Process Wizard Roles are and how to set them up.

Updated 1 month ago by Nate Christensen

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