Manifestly Checklists Knowledge Base
  • Workflows
  • Runs
  • Users & Permissions
  • Integrations
  • Reporting & Notifications
  • Account, Billing & Security
  • Contact
  • Contact

Steps & Content

  • Embedding links, images, videos, and files in a workflow.
  • Adding review and approval steps
  • Reusable Section and Step Library
  • Copy a Step or Section
  • Using conditional AND and conditional OR to control display of sections and steps
  • Signature Data Collection
  • Bulk Copying Steps in a Workflow
  • Send custom email on step complete
  • Send custom SMS message on step complete

Categories

  • Advanced features
  • Getting Started
  • Create & Edit
  • Steps & Content
  • Assignments, Dates & Reminders
  • Data & Conditional Logic
  • Organize, Import & Versioning
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