Process Management for Total Beginners: Understanding Fields, Forms, and Processes
Автор: LegalServer
Загружено: 2025-12-03
Просмотров: 47
Join Kaitlin Tharp in this beginner-friendly session on process management using LegalServer. Learn the essential terminologies such as fields, forms, lookups, blocks, and processes. Kaitlin provides an in-depth tutorial on navigating the admin interface, creating custom fields and lookups, and understanding form and profile configurations. By the end of the video, you'll be well-versed in LegalServer elements and confident in managing data within the platform.
00:00 Process Management for Total Beginners
00:44 Understanding Fields in LegalServer/
02:10 Navigating System and Custom Fields
04:03 Exploring Lookups
06:57 Custom Lookups and Their Importance
10:17 Forms: Collecting Data Efficiently
12:02 Processes: Accessing and Managing Forms
14:33 Profiles: Viewing and Organizing Data
16:42 Admin Central: Managing Processes, Forms, and Profiles
20:57 Conclusion and Next Steps
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