Tip of the day

Support tickets can be submitted directly from application

About To Expire

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This section allows you to see all the transactions to be expired.

It is possible to perform search or filter by expiration time. Default: 48 hours.

At the end of each line there is a menu with additional options.


Extend validity


Press “Extend validity” to extend the expiration time of the form.


Reminder


In order to send reminders to the client select “Reminder” in the additional options menu. Add new destination or select an existing destination, add the message and press “Confirm” button.


Show Agent


Press “Show Agent” to open the transaction from the agent side.

For more information about “Show Agent” read here.


Show workflow


This option will appear only for the workflow and for the template with recipients.

Select “Show workflow” from the list to see the workflow status.


Delete


In order to delete the transaction from the list press “Delete” in the additional options menu.

The confirmation message will appear for approval.

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