Flow Power User Essentials

Intapp Flow Power User Essentials is the core training that ensures your success in using, configuring, and supporting Intapp Flow.

Course Modules & Topics

Getting around Intapp Flow
■ Understand the application UI
■ Create new requests
■ View and manage existing requests

Data Management
■ View Clients, Matters & Parties
■ Add custom fields
■ Modify data layout

■ Create and manage requests
■ Understand request states
■ Design notifications

Forms & Workflows
■ Define form questions and configuration
■ Configure workflows
■ Link forms to workflows
■ Understand environment model

User Management
■ Configure user settings
■ Understand groups and group memberships
■ Review Roles, Groups and Teams

■ Develop and test rules
■ View the Rule Log
■ Design data sync processes

System Administration
■ Configure External Providers
■ UI customization
■ Troubleshoot common errors
■ Review application infrastructure

■ Configure data sources
■ Define Intapp Integrate integrations
■ Using integrations with firms

Flow data model
■ Data management
■ Database model
■ Sync data from external systems

■ Create global & local notifications
■ Design notification templates
■ Work with custom data objects

■ Automate data synchronizations
■ Manage Request states
■ Troubleshoot common errors

■ Moving forms & workflows between systems

Course Details

A course designed for systems administrators, business analysts, power users and members of your IT team, this 5 day classroom course walks the attendee through creating new workflows and forms, customizing your application, integrating Flow data with external systems, troubleshooting common issues and more.  This training will enable you and your team to own your business workflows from configuration to reporting, while empowering you to resolve issues faster and in-house.

Who should take this course?

Intapp Flow Power User Essentials is designed for:
■ Business Analysts and others that would benefit from deepening their knowledge of Intapp Flow, including power users and IT team members
■ New system administrators responsible for the setup, configuration, and maintenance of their firm’s Intapp Flow infrastructure

What will you learn in this course?

Upon completion of this course, you will be able to:
■ Create new workflows and forms to support your business process
■ Customize your application, including system settings, user configuration, integrations, and security settings
■ Integrate Flow data with external systems
■ Build and test Integrate rules
■ Resolve common troubleshooting issues

Business Value

■ Make the most of your investment – unlock additional feature value by learning tips and tricks to increase efficiency and improve performance
■ Accelerate time to value – shorten the ramp up time for system administrators and other key staff members, enabling them to make an impactful contribution with Intapp Flow quickly
■ Increase firm independence – take ownership of your business workflows, reports and configurations, and simplify change management by reducing your depend-ency on third party providers
■ Identify and resolve issues faster – keep your business on track and maximize user productivity