Start process from template

The Start process from template widget (titled Initiate New Process on the dashboard) starts a new transaction from one of the project’s templates.

1. Select a template in – select template –. The list shows the project’s published templates, sorted by name.
2. Click Send.

The agent screen opens in a new tab, with the selected template, so you can send the form to the client.

Templates that run only as part of a BPMN process, and templates that require end-user SSO, are not listed, because they can’t be started from the dashboard.

To start a transaction from a PDF file instead of a template, use Start process from PDF file.