Store, preview, comment, version control and permissions on documents and forms all in the one spot!
Here is how you can delete a Form from The Library in Pathways
If you delete a document from The Library, the file will still be accessible across your Pathways
Here are the different ways you can delete documents in Pathways
If you make a change to an e-form in a Pathway, it will not be reflected in the original version in the library
The ‘Mark Resolve’ button allows people to let the requestor know they have read the comment
Use the ‘Notify’ dropdown feature under the ‘add comment’ box to select the person or people you would like to notify
To create a form that you can use in transactions going forward, you must do so from the Library screen
Unfortunately, at this, time it’s not possible.
Where Are My Bookmarked Pathways Stored?
Edits to an e-form made in one Pathway will not be reflected in other subsequent versions of the form.
There are four different types of in-app notification symbols in Pathways, here's what they all mean
Use the ‘Notify’ dropdown feature under the ‘add comment’ box to send them a notification to read your comment
A bookmark icon will appear on a completed transaction to make it a template.
Create a new Pathway and choose the option 'Select From Library'
To use an e-form in a Pathway that is stored in the library, add it as an attachment to an activity.
Here's a short video to help you bookmark a Pathway to use as a template.
Here's a short video to help you build and save a custom e-form on Pathways.
Here's a short video to highlight the permissions and visibility functions in the Pathways Data Room.
Send us a message outlining what it is on our contact page and our support team will get back to you with an answer.