Get Started with Setup and Configuration

Setup Customer Account

Create or Edit Customer Account

User Preferences

Manage Users and Groups

Workspace

Module Management

When it comes to routine tasks performed by users, such as data entry in forms or executing workflows, exto presents you with Modules that can be configured to handle common business processes.

You can have different modules for different types of information and create custom modules as per your business requirements.

By configuring the modules, you can save time and effort when it comes to designing the same business process across multiple projects.

In this article, you learn How to Create and Edit Modules? How to Configure Modules? and more ...

Work with Forms

Maintaining and managing user input (project information) is the keystone to working with Forms in exto. How you design your forms greatly determines the outcome of your business process flow.

exto enables you to build custom forms, capture data from the field, auto-complete(prefilling) forms, customize error messages in form validations, and so on.

In this article, you learn How to Add and Edit Forms? How to Customize Error Messages in Form Validations? and more ...

Setup Standard Workflow Templates

Create standard workflow templates for items that pass through different members or groups for review, response, and approval in consecutive stages of their life cycles. These are useful in processing form submissions, reviewing and approving at various levels, and so on.

You can define the modules and forms for which the workflow template applies, type of actions, and so on involved as part of project activities.

In this article, you learn How to Create and Activate a Standard Workflow Template? How to Manage Access Permissions? and more...

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