EXCLUSIVE WEBINAR
Workflow Builder Bootcamp: Part 3
Wednesday, Aug. 23 • 11:30 am - 12:15 pm EST
Want to build workflows like the pros? Our four-part Lunch and Learn series, Workflow Builder Bootcamp, will show you the ins and outs of OnTask’s powerful workflow builder so you can automate all of your business processes.
In part 3 of the series, we’ll explore the different send and save tasks, document processing and generation tasks, and how to combine documents.
The first 5 people to register and attend each webinar will receive a $20 UberEats or DoorDash gift card on us. And if you attend all four parts of the series, you’ll be entered to win a $300 Amazon gift card. Sign up for your spot now!
Ready to register for part 4 as well? You can save your spot here.
What We Will Cover:
In this 45-minute webinar, you’ll learn:
- How to use send and save tasks like email and exporting
- Generating documents from form data
- How to combine documents and create zip files
- And answers to any of your questions!
We've now implemented OnTask for 99% of our forms and it has sped up the process of getting things signed immensely!
Pat Sanchez, Customer Support Manager at eBridge, Inc.