Adding process templates

If a project has forms, you will be able to add processes that were previously created in your project. Currently, the creation of processes is done by Finalcad’s internal teams.

1. Select < Processes >.
2. Click on the < + > icon.
3. In the window that opens, find the name of the process you want to add. 
4. Click the required process, and then click < Add >.
5. This icon indicates that you need to setup the functions included in this process. 

Note

If you have any default process setup in yourorganisation, they will be directly added to your project during the project creation phase.