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User Documents and Templates
Introduction The user Documents and Templates section of AdviceOS is broken down into three main pages, which can be found by navigating to Settings > Templates and Field Management > User Documents and Templates. The three main areas of this section ...
Workflows
Workflows within AdviceOS allow you to create a sequence of pre-set tasks within a specific flow. This may include certain events, branches, and steps based on relevant outcomes within AdviceOS. For Workflows to work correctly, you will need to ...
Email Template Management
Creating email templates This section allows you to create and edit notifications and email templates. Navigate to Settings / New Configuration / Email Template Management to start creating your own templates. 1) Choose the owner of the template You ...
Event Mapping
What is event mapping? Event Mapping is the process of setting up either a preset task or workflow based on certain events that happen for your client. This allows you to automate the creation of tasks for your Practice prior to key events, so that ...
Positions and Teams
Introduction Positions and Teams section of AdviceOS can be used to directly impact how your tasks are allocated across staff members within your organization. To locate this section, navigate to Settings > Task and Workflow Configuration > Positions ...