DASHBOARD Basics

DASHBOARD -

The dashboard is your homepage. When you log in, it will already have a form (or FLOW template) ready to work from.  This form is most likely one of the most used FLOWS in your company. To the right of the page, there will be a list of FLOWS.  The most commonly used FLOWS will appear at the top of this list, followed by a drop down list with any other FLOWS you've created.  The actions you can perform on the dashboard fall into two categories:

FLOWS -

A FLOW is an electronic communication tool designed to streamline interactions with your customers according to the business parameters established by your system administrator. Within a FLOW you can request signatures on documents, photos of documents or identification cards, and payments. Some FLOWS may only utilize one of these functions while others may use a combination. 

TAKE A PAYMENT -

From the dashboard, you have the ability to take payments. Our system supports both credit card and ACH transactions. The ability to process one or both is determined by your system administrator. Please note that some card types may not be accepted depending on the arrangements established by the system administrator.