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Overview

Admin guides
  • Overview
  • Getting started
    • Overview
    • Path to a successful process implementation
    • Preparing for process automation
    • Getting started: Build your first approval workflow
  • Actions menu
    • Overview
    • Manage requests
    • Monitor requests
    • Bulk reassignment
  • Processes
    • Introduction
    • Process library overview
    • Create a new process
    • Process importing
    • Process menu
      • Process builder
      • Tasks tab
      • Request detail config
      • KPIs
      • Run request
      • Discussion tab
      • Process flow tab
    • Process detail
      • Overview
      • Copy/Export/Version a process
      • Allow ad-hoc related requests
      • Delete a process
      • Form questions
      • Links/API Options
      • Publish status
      • Set roles and permissions
    • Tasks
      • Overview
      • Creating a task
      • Standard tasks
        • List of task types
        • Passing data from a child request back to the parent
        • Document Generation task
        • Counter task
        • Data Container task
        • Document Signing task
        • Dynamic Assigner task
        • Dynamic Notification task
        • Excel Batch task
        • Excel Import task
        • File Copy task
        • Form task
        • Form prefills setting
        • Form Assigner task
        • FTP Push task
        • General Notification task
        • Launch Request task
        • Milestone task
        • Open URL task
        • PDF Generator task
        • PDF Merge task
        • Task Assigner task
        • Task Scheduler task
        • User Profile task
        • Approval Task
          • Overview
          • Approval by email
          • Approval with comments
          • Forms to be displayed in approval setting
          • Previous approvers
          • Agentic approval
      • Integration tasks
        • Upload file to SharePoint
        • AI Data Extraction
        • Database Pull
        • Database Push
        • REST Client
        • Web Service
        • AWS Lambda
      • Task menu
        • Overview
        • Configuration
          • Overview
          • Edit detail
          • Configure rules
          • Display settings
          • Notification settings
          • Reminders and Timeouts
          • Dynamic names
        • Recipients
          • Overview
          • Recipients
          • Assignment settings
          • Recipient rules
  • Forms
    • Overview
    • Create a new form
    • Create form questions
    • CSS styling
    • Edit form questions
    • Populate forms using AI
    • Generate forms using AI
    • Contact search question
    • Form preview and editor
    • Form rules (show / hide)
    • Calculations in forms
    • Import and export forms
    • Form templates
    • Using grid questions
    • Importing and exporting grid data
    • Set up a Request Record
    • CSS styles in forms
    • Developer Form
    • RESTful Data Elements
    • Calendar field
    • Adding attachments to forms
  • Reports and KPIs
    • Overview
    • Planning reports
    • Creating reports
    • Report filters
    • Report limits
    • Report chart options
    • Report columns
    • Manage task reports
    • The Manage Task report column
    • KPI Overview
    • Defining process KPIs
    • Displaying KPIs for an individual request
    • Adding process KPIs to a dashboard
    • Permissions overview
  • Users, groups, and categories
    • Overview
    • Active and inactive users
    • Add users
    • Categories
    • Public-facing forms and guest users
    • Delegations
    • Groups
    • Replace users
    • User self-registration
    • View/edit/search users
    • Org chart
    • Import and sync users
  • System utilities
    • Overview
    • Business hours
    • Credential center
    • Dashboards
      • Overview
      • Accessing dashboards
      • Roles and permissions
      • Creating dashboards
      • Dashboard layout
      • HTML Panel widget
      • Report widget
      • DashForm widget
      • My Tasks widget
      • My Requests widget
      • Monitor Requests widget
      • Manage Requests widget
      • KPI’s widget
      • Today’s Messages widget
    • Database sources
    • Email monitors
    • Holidays
    • Notification center
    • Password settings
    • Report scheduler
    • Single Sign-On (SSO)
    • System messages
    • Translations
    • System settings
      • System settings
      • Multi-Factor Authentication (MFA)
      • Custom theme
      • Onboarding tour
  • On-premises installation
    • On-premises Kubernetes deployment
  • Development resources
    • Overview
    • Architecture
    • API information
    • Security overview
    • AWS private cloud infrastructure
    • JavaScript help
    • Title 21 CFR Part 11 (FDA regulated) compliance
    • 508 compliance
  • Introduction to schedules
    • Overview
    • Process Scheduler
    • Roles and permissions
    • Report Scheduler

End user guides
  • Overview
  • Document Signing Task
    • Document admin
    • Document signer
  • Introduction to your Nutrient portal
    • Overview
    • What is Nutrient Workflow?
    • Who uses Nutrient Workflow?
    • Dashboard overview
    • Managing your account
    • Take a tour
  • Making and managing requests
    • Overview
    • Starting a new request
    • Reviewing requests
    • Canceling a request
    • Copying a request
    • File attachments
  • Managing tasks
    • Overview
    • What are tasks?
    • Viewing and managing your tasks
    • Reassigning tasks
    • Delegating your tasks

Mobile app guides
  • Overview
  • Authentication
  • Dashboard
  • QR code scanner
  • Forms
  • Requests
    • Request details
    • Task management
    • Discussion threads
  • In-app feedback

Workflow templates
  • Overview
  • Civic or city
    • Overview
    • Charitable giving assessment
    • City permit request
    • Fence permit application
    • Pet licensing
    • Recreational sports team signup
    • Volunteer request
  • Cross-departmental
    • Overview
    • Business card order
    • Simple document review
    • Training request
    • Travel request
    • User feedback
  • Finance
    • Overview
    • Capital expenditure request (CER)
    • Capital expenditure request (CER) with advanced form
    • Employee reimbursement request
    • General finance department request
    • I-9
    • Invoice approval
    • New vendor request
    • Purchase requisition
    • Vendor invoice approval and payment process
    • W-9
  • Human resources
    • Overview
    • Background check
    • Current and upcoming OOO report
    • Education assistance request
    • Employee change request
    • Employee offboarding
    • Employee onboarding
    • Employee recognition
    • Holiday party planning process
    • Job posting
    • Leave of absence request
    • New hire request
    • On-the-job training
    • Performance review process
    • Request for paid time off (PTO)
    • Timesheet approval
  • IT
    • Overview
    • Create user
    • Hardware request
    • New user request
    • Project request
    • Software change request
    • Support ticket process
    • User access request
  • Lambda examples
    • Overview
    • SharePoint file upload
  • Legal
    • Overview
    • Client matter intake
    • Contract review and approval process
    • Employee non-disclosure agreement (NDA)
  • Marketing
    • Overview
    • Collateral request
  • Operations
    • Overview
    • Corrective and preventive action process app
    • Customer feedback process
    • Field service request
    • Headquarters meeting request
    • Idea management
    • Maintenance request
    • New product request
    • Parts rental check-in / checkout
    • Product return request
    • Visitor logbook check-in process
  • Safety
    • Overview
    • PPE (personal protective equipment) request
    • Incident reporting
  • Sales
    • Overview
    • Price quote request
    • Pricing discount request
    • Lead process

Form templates
  • Overview
  • Finance
    • Overview
    • Capital expenditure request (CER)
  • Forms with JavaScript
    • Overview
    • Conditional dropdowns
    • Totaling columns and rows in a grid
  • Human resources
    • Overview
    • New hire form
    • Timesheet form
  • Legal
    • Overview
    • Client matter intake form
    • Contract review request
    • eSignature form
    • Non-disclosure agreement (NDA)
  • Marketing
    • Overview
    • Collateral request form
    • Contact form with states
  • Operations
    • Overview
    • Maintenance request form

Training
  • Overview
  • Additional service training options
    • Overview
    • Admin coaching
    • Process workshop
  • Advanced
    • Overview
    • Basic form building
    • Basic process building
  • Fundamentals
    • Overview
    • Introduction to the administration menu
    • Introduction to the top navigation bar
    • Navigating Nutrient Workflow
  • Webinars
    • Overview
    • Advanced form behaviors
    • Advanced Nutrient Workflow techniques
    • Basically, building better forms
    • Dashboard designing
    • Deep dive: Complex approval process
    • Demystifying grids
    • Designing advanced notifications
    • Dynamic task assignments
    • Getting more out of Nutrient Workflow dashboards
    • How database push and pull tasks used
    • Nutrient Workflow summer update preview
    • Making life easier with a table maintenance process
    • PDF generator and merge tasks
    • Prefill priorities and autocompleting forms
    • Request, task, chart, and custom reports
    • Table maintenance with a process or grid
    • Using a custom HTML grid
    • Using advanced task types
    • Using data containers
    • Using reports to identify trends and bottlenecks
    • Using rules to create form interactivity
    • Using the email monitor
    • Using the Nutrient Workflow API, with use cases
    • Workflow business rules, prefills, dynamic names, and autocompleting tasks

Release notes

Troubleshooting

FAQ

Acknowledgements

Nutrient Portal
  1. Workflow Automation
  2. Workflow Templates
  3. Legal

Legal

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  • Client matter intake
  • Contract review and approval process
  • Employee non-disclosure agreement (NDA)

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