Sharing Processes

You can share custom processes with your peers by exporting your process from your FYI platform. Sharing processes to help one another run more efficiently and effectively helps to improve the industry.

Watch this Trailer to learn how sharing custom processes can assist.



Exporting Custom Processes from FYI

Watch this animation to learn how to export custom processes from your FYI platform.


Important Considerations

When exporting processes to share there are some critical elements:

  • Any document or email templates used in your automation will be exported with the process and made available to whoever imports that process into an FYI platform.
  • Where there are custom fields used in your filter the process will not be compatible for export. A generic filter will need to be utilised and a written guide of your custom filters used for the external party to implement.
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