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  • 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

    File Upload and Multi Upload

    File upload fields are pivotal in allowing end users to attach documents throughout a workflow. Learn the difference between each field and get a sneak peak as to how these features might be used within notifications and email responses.

  • 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.