End User Management
Alerts, Workflow, Check-In and Approvals
29 articles
ETO Alerts | Main PageETO Alerts is an add-on feature that allows Administrators to send automated notifications by email and within the software. #Alerts
Manage Core Conditions | Add New Core Condition#Alert #CoreCondition #Condition
ETO Alerts | Test Core Conditions#Alerts #CoreCondition #Condition
Manage RecipientsCreate and manage recipient groups for Alerts and Approvals for Workflow
ETO Alerts | Create a New Alert
ETO Alerts | Alert Content#EndUser #Alerts
ETO Alerts | View AlertsViewing Alerts from Site Navigation and Adding the Alerts Part to Dashboards. #Alerts
VIDEO | Manage Alerts
Workflow | Main Page
Workflow | Add Conditions
Workflow | Add Steps#Workflow
Workflow | Messages#workflow
VIDEO | Create Workflows
VIDEO | Manage Workflows#Video #Enduser
Workflow | Begin Workflow and Enroll Participants
Workflow | Review Participant Workflows#Workflows
ETO Workflow Cross-CheckThis functionality is available to all ETO clients as of January 31, 2025.
Approvals | Main Page#EndUser #Approvals
Approvals | Approval Form Security#EndUser#ApprovalForms#Security
Approvals | Create New Approval Form#EndUser#NewApproval
Approvals | View Approvals#EndUser
Approvals | Email Approval Request#EndUser#Manage Approvals
Approvals | Dashboard Message Approval Notification#EndUser#Approvals#Dashboard
Approvals | Approval Forwarding#EndUser#Approval#Forwarding
Approvals | Reporting on Approvals