Course Description
By the end of this course, you will be able to use, configure and manage the Intapp Flow application. Specifically, you will be able to:
- Proficiently navigate the application’s Dashboard, Request List and Request Form
- Access and understand Data Management Entities, including Clients, Matters, Parties, and Groups
- Review and manage User, Group, Roles, and Clients & Matters
- Manage the development process by creating and modifying the building blocks of the request, ie Workflows, Forms, Data Sets and Notifications,
- Deploy the Workflow from Development to Production
- Export and Import Object Definitions
- Understand and update the main system configuration settings including, Dashboards and Request related configurations
Although this course is designed to support our Intapp Flow developers, developers of Intapp Intake will also benefit from learning how to build workflows using this course.