Process Management - Editing Forms and Links


"Process Management" can be thought of as managing the links that appear in LegalServer and what happens when those links are clicked.


Process management is the answer to a simple question like "How do I make Date of Birth a required field on an intake form?", as well as a more complex question such as "How do I change the way new user accounts are created?"


This help topic provides an overview of how the pieces fit together, then provides details on editing the various pieces.