Initiate New Process Estimated reading: 1 minute 276 views This option allows you to run existing published templates from the dashboard. Select a template from the list and press Send. The template will be opened at the Agent screen. Add phone number of the client or email address where the client will be able to open the form and add the relevant details. Press “Connect” button to send the form to the client. For more information see “Show Agent” section. Initiate New Process - Previous Waiting For Me Next - Initiate New Process Initiate Ad-Hoc Process
