Create, edit and manage your transactions on Pathways
If you delete a document from The Library, the file will still be accessible across your 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.
Yes, you can edit an activity at any time. Here's how you would do it!
Where Are My Bookmarked Pathways Stored?
A new activity item can be added at any point during a Pathways.
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
If you would like to add Pathway types, please send a request to Admin@pathwaysdigital.io
There are might be other steps assigned to other people, which you can't see
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 set up a pathway from scratch!
Here's a short video to help you set up a new Pathway from a spreadsheet.
Here's a short video to help set up a Pathway from a Bookmark
Here's a short video to help you bookmark a Pathway to use as a template.
Here's a short video to show you how to use the dashboard as a jumping-off point for your projects in Pathways.
Here's a short video to highlight what your clients or counter-parties see when you invite them to participate 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.