Navigator Platform Documentation
Workflow Creation
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- 1. Login
- 2. View Workflow & Tasks
- 3. Profile
- 4. CRM Configuration
- 5. New Business Form Workflow
- 6. New Business Workflow Using CRM
- 7. Entering Data & Submitting Workflow
- 8. Client Data Uploader
- 9. Print for Wet Signatures
- 10. E-Signature Process
- 11. E-Sign Envelope
- 12. Approval Process & Next Steps
- 13. Faxing
- 14. Account Maintenance Workflows
- 15. Workflow Templates
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