Precedent Workflows

Precedent Workflows

Create standard precedent workflows that, when applied to files, generate series of appropriately timed and assigned appointments and tasks.

Learn by video - Precedent Workflows

Topics

What are precedent workflows?

Create a precedent workflow

Copy a precedent workflow

View the precedent workflows list

Apply a precedent workflow to a file

Customize precedent workflow features

Reschedule events created from a precedent workflow

[Main Topics]