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Dashboard Initiate Ad-Hoc Process Estimated reading: 1 minute 115 views This option allows you to initiate Ad-Hoc process from the dashboard. Drag PDF file to the field or upload it by pressing “click here to upload” and selecting PDF file location. It is possible to delete the uploaded file by pressing “Delete” button and add description if needed. By pressing “Send” button the file will be opened at the Agent screen. Press “Add Fields” button to add controllers. For more information see “Show Agent” section. Add phone number of the client or email address where the client will be able to open the form and press “Connect” button to send the form to the client. Dashboard - Previous Initiate New Process
