Clients, Flows, and the Board
Guides to managing clients in Inly
By Inly1 author9 articles
- What is a Flow?
- Adding a New Client
- How to Add Notes about a Client or Project
- How to Message a Client
- How to add additional recipients to a Flow that don’t need to sign
- How do I add recipients to send a document?
- How do I Create and Send a Follow-Up?
- How to Add Attachments to a Flow
- How to Manually Change a Client’s Status