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Relationship-Level

  • 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

    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

    Salesforce Support

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