Overview

A sequence is the ordered set of steps between someone applying and someone being ready to start. Every step is designed by you, and the two switches on each one decide whether the sequence finishes overnight or waits on an administrator.

This page gathers the articles that settle those decisions. They live in the Setup Guide section of this knowledge base, and cover what to choose and why. The rest of this section covers how to do it.

1. What should I read before I build a sequence?

• How do I design a sequence step? What each step type collects, and the two switches that decide who drives a step forward.
• Which sequence steps actually need my review? One question settles it, and every extra review step is a place where people wait without knowing why.
• How do I collect documents from people? Three step types move a document between you and a user. Picking the wrong one costs you either a chase or a filing job.
• What is the difference between digital consent and a waiver? Why a short consent belongs on the form and your real waivers belong here, as steps.
• How do I run orientation and training sessions? The Training and Orientation step types cannot take sign-ups, so here is how to make a session bookable from inside a step.

2. Why are those articles somewhere else?

An article in this knowledge base can only be filed in one section, so the Setup Guide holds them and this page links to them rather than repeating them. You will find them under For administrators, in the Setup Guide, stage 3, Onboard.

3. What is in the rest of this section?

The how-to articles: creating a sequence, adding and reordering steps, step categories, assigning people, and tracking progress. Read the decision articles above first if this is your first sequence, then come back here.