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To help you get started building Custom Processes we recommend documenting the activities for your current processes to provide a clear overview of how work is done, who is responsible, and any document templates associated. This allows you to easily transfer the process into your FYI platform and identify the steps you can automate for instance to create documents or tasks or update job states.
This Workbook can be used to outline a process for your practice and guide you to build the Process within your FYI platform.
Click here to download the Workbook.