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Guided Tours and Page Help

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Guided Tours are available for all workflow templates. You must be logged into your tenant as a designer user. (designer@<your tenant>). The tour(s) shows you how easy it is to install the form/flow templates, try them and make simple changes to them. 

Guided Tours are automatically launched when you:

  • Sign up for a free 30 day trial account  and log into your tenant for the first time.
  • Install a workflow template
  • Click the Test button  on a form or flow template
  • Click the Edit button on a form or flow template

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Page Help can be invoked on–demand by clicking the button. When you click on Page Help in the Form/flow Designers, a short tour automatically launches that offers tips, information about the page that you are on and  features available on that page and a link to the full documentation for that page. Page Help is available for the following pages:

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