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Guided Tours and Page Help

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Guided Tours and Page Help are available for new and existing Cloud customers. These features will help you navigate and provide immediate help, if needed.

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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/workflow 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 workflow template
  • Click the Edit button on a form or workflow template

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