Workflows

Building and maintaining FinView workflows is easy when you know how. Follow these articles to learn how to create, modify and launch workflows within a few simple steps.

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How to activate a workflow in your customer settings

Workflows

How to activate a workflow in your customer settings

How to Create a New Workflow from a Customer Account in FinView

How to Create a Customer-Specific Workflow in FinView

Creating a Workflow in FinView: Step-by-Step Guide

Leveraging Sub Flows for Optimal Collection Strategies in FinView

Understanding the Different Types of Workflows in FinView

An Overview of FinView Workflow Nodes

What are workflows?