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All Videos

  • ThinkSmart Automation Platform

    Application Overview

    The TAP overview will introduce you to what the Thinksmart Automation Platform is, and how we can initiate workflows as well as a sneak peek into the design tool, which is where workflows are built.

  • ThinkSmart Automation Platform

    Attachments and Instructions (Stage Level)

    This tutorial will teach the end user how to leverage the stage attachments and instructions and will guide the user as to how to set up this feature within the Design tool.

  • ThinkSmart Automation Platform

    Auto Skips and Auto Submit

    Auto Skip and Auto Submit features within the Designer are valuable fields when one needs to move through stages if no action is taken on a stage in a specific time or if certain parameters/conditions are met. Learn the difference between the two features and get guidance as to when you would use each feature.

  • ThinkSmart Automation Platform

    Building a simple workflow

    Learn how to quickly and easily set up the basics within TAP so that you can build and run a simple multi-step workflow. Once you have viewed this tutorial, you should be able to navigate to the Design tool, use basic control types to build a webform, and drag and drop stages to associate a process with your webform.

  • ThinkSmart Automation Platform

    Child Workflows

    Parent/child workflow relationships allow secondary workflows to be initiated based upon a specific action in a parent workflow. This allows flexibility in sub-workflows to be initiated depending upon the course a workflow path might take.

  • ThinkSmart Automation Platform

    Conditions

    Learn how to build conditions with associated control types. Leverage conditions at the stage level to show and hide fields, or at the relationship level with the Designer to move workflows down specific paths.

  • ThinkSmart Automation Platform

    Custom HTML

    Custom HTML fields allow for users to customize some form types to include pictures, videos and hyperlinks. Using this field can really enhance the look and feel of the front end user experience. Learn some basic ways how you can meaningfully use the Custom HTML content tool.

  • ThinkSmart Automation Platform

    Drop Downs and Multi Select

    Drop Downs and Multi Select fields are useful and may hook directly into lists of registered users as well as data sources. This tutorial will discuss those subtle differences and show the user some tricks on how to implement drop downs.

  • ThinkSmart Automation Platform

    eSignature Splitters

    Splitters are your holding stages for e-signature relationships, and can ensure that workflows are not initiated until such time that some action is taken on the e-signature transactions. Learn how to set a splitter up and how to leverage the e-Signature statuses at the relationship levels.

  • ThinkSmart Automation Platform

    eSignature Support

    E-Signature support will enable to append one or multiple templates in association with a workflow. These templates can then be sent out for e-signature at a particular stage with in a workflow transaction.

  • ThinkSmart Automation Platform

    External API

    The External API tutorial will give you a brief insight into how one might set up an external API to hook into TAP. Learn the parameters that you will need to set up in order for information to be pushed or pulled to a 3rd party app.

  • ThinkSmart Automation Platform

    Field Elements and Repository

    This tutorial describes the use for field elements and their dual actions and talk about the relationship between adding fields to the repository.

  • ThinkSmart Automation Platform

    Form Access

    Within the designer workflow properties, we will learn the basics of setting up form access at each stage of a workflow as well as the different types of access available.

  • ThinkSmart Automation Platform

    Form Mapping

    Guide users by mapping values into drop downs or empty fields and leverage this functionality with more advances features such as data sources and user generic fields.

  • ThinkSmart Automation Platform

    Form Options

    Toggle between the form options and record form to view different properties in the ribbon bar.

  • ThinkSmart Automation Platform

    Form Pre-Population

    Auto populate fields in webforms by leveraging metadata surrounding portal users or grid data sources. Use this information to create on-the fly interactions within the workflow transaction, or simply use it to populate user/workflow metadata.

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    Formulas

    Add strings or basic mathematical values in fields and leverage these operands to either perform mathematical equations or concatenate string operands. This tutorial shows the difference between the three.

  • ThinkSmart Automation Platform

    Headers and Custom Text

    The most basic control types added to a webform can be the Headers and Custom text. This tutorial just highlights some of the use cases of these features.

  • ThinkSmart Automation Platform

    Notifications

    Build robust notifications that may include HTML content, Attachments and metadata that has been captured at various workflow stages. Allow end users the ability to take action from links within the notifications themselves or send in an email response on the fly.

  • ThinkSmart Automation Platform

    PDF Import

    With the PDF Import functionality, you will learn how to take a pre-tagged PDF (tagged in Adobe Pro), and quickly and easily convert the document template to a webform. The tags will automatically populate the element names so that information captured in the webform, once the workflow is published will parse onto the template and can either be sent out for e-signature or just send as a populated document template.

  • ThinkSmart Automation Platform

    Radio Buttons, Check Boxes and Boolean Checks

    Radio buttons and checkboxes allow for singular or multiple selections to be made. These features are great to use in relationship conditions as well as in interactive email responses.

  • ThinkSmart Automation Platform

    Record Forms

    The Record Form field allows users to set up a field which will pull filtered data in the final, published webform, and in conjunction with the Workflow Record in the designer, one will be able to pre-populate information from previously run workflows, and leverage metadata captured in alternate workflows.

  • ThinkSmart Automation Platform

    Ribbon Bar Elements

    Ribbon bar elements allow for enhancements of the look and feel of control types. These are consistently associated with most control types in the form builder.

  • ThinkSmart Automation Platform

    Salesforce Records

    Adding a Salesforce control type will allow the users to search from a picklost of salesforce operations. Use this feature in conjunction with the Salesforce Support feature to be found in a subsequent tutorial.

  • ThinkSmart Automation Platform

    Salesforce Support

    Leverage the "salesforce support" control types by defining how the objects are going to be used.

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    Sequence Generators

    Add unique alphanumeric identifiers to each workflow transaction or use the sequence generator to associate with both a document as well as workflow record.

  • ThinkSmart Automation Platform

    Stages and Relationships

    Learn how to set up and leverage the workflow stages as well as associates relationships. We'll show you the functions that can be form on each component.

  • ThinkSmart Automation Platform

    Tables

    Tables are useful fields for entering data in multiple rows and columns. Front end users may also be able to add rows on the fly. This tutorial will show you how to set tables up and explain the different parameters associated with it.

  • ThinkSmart Automation Platform

    Text Field and Text Area

    Text Fields and Text Areas consist of the bulk of webforms, so knowing how one can manipulate them to fill with specific data, as well as set the look and layout of the fields becomes important. Review this tutorial to learn how to use these features.

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    Triggers

    After this tutorial, users will learn how these simple tools give extra flexibility in stage permissions. Triggers help in situations where we only want certain users to be able to perform certain actions on a workflow.

  • ThinkSmart Automation Platform

    Workflow Permissions

    Setting up the correct workflow permissions will allow users to not only be able to initiate the workflow, but will also allow end users the ability to manipulate certain granular permissions such as attachment visibility and transaction cancellation. It will also allow for distinctive control over who is able to edit the workflow in the design tool itself.

  • ThinkSmart Automation Platform

    Workflow Records

    Once a user has set up a corresponding Record Field from with the control type, a user will be able to start leveraging existing metadata from previously run workflows in meaningful ways within the webform. This tutorial will talk about about one can create those connections within the Designer after the appropriate control type is set up.

  • ThinkSmart Automation Platform

    Workflow Roles

    Adding one or multiple roles to workflow will enable users to define exactly who the stakeholders might be within the workflow. The individual users per roles can be set either anonymously or from a variety of fields within the workflows all used to drive the workflows forward, or add signatories/approvers to an e-signature document.

  • ThinkSmart Automation Platform

    Workflow Templates

    Learning about Workflow templates can help save time as you can create re-usable templates pertaining to condition rules, prepopulation content, notifications and form mapping controls. This tutorial will teach you how to set up and re-use the templates within a workflow.