Mike
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Standard Task: PDF Generator
What is the PDF Generator Task? The PDF Generator task populates a PDF form with values from Integrify or data entered into an Integrify form. PDF Generator task configuration The PDF Generator tas...
Replace Users
Under Administration > Users, you will see the Replace User option. Using this function, you can look up any user in the system and globally replace them with another user. Users can be replace...
Form Rules (Show / Hide)
The Rules tab will allow you to add rules that define certain behaviors for questions or sections in your form that are based on responses to questions that you have defined in your form. For insta...
Task Overview
Tasks are the building blocks of processes. Simply put, tasks represent a unit of work or distinct action. Standard tasks may present a user with a form, allow a person to approve or reject a reque...
What is Integrify?
Integrify is a workflow management system that automates an organization's processes. These processes could be automated for a variety of departments or business units. Here are some common proces...
Version 7 Update for August 2023
An update for all v7 customers will deploy on Friday, August 18 that will include several fixes and enhancements. Please check our Release Notes Page for all the updates.
System Configuration
By selecting System Config under System Settings from the left-side navigation menu, you will be presented with options to modify certain system-wide configurations for your organization: If ...
Standard Task: PDF Merge
The PDF Merge task gives administrators a way to combine up to 5 PDF documents into a single file. These PDFs can be uploaded or created using our PDF Generator task. PDF Merge Configuration To c...
Contract Review and Approval Process
This process can be downloaded and imported into your Integrify instance. The downloadable .json file is at the bottom of this page. Directions for importing processes. Our Contract Review and Ap...
Corrective Action Preventive Action Process
This process can be downloaded and imported into your Integrify instance. The downloadable .json file is at the bottom of this page. Directions for importing processes. When mistakes happen, whet...