Element451

Learn about Steps, Sections, Fields, Deposits, and Payments in an Application and how to create and manage Applications.

Creating + Managing Applications

Build the application form itself: the Steps and Sections that organize it, the Fields inside them, and the custom sidebars that give applicants instructions.

Application Steps, Sections + Fields

Application Submission Form

Learn how to seamlessly create and integrate Supplemental Forms into your application process.

Supplemental Application Forms

Learn how to create requests for information and assign them to your applications.

Request Information in Applications

Michael Stephenson

Everything applicants fill out, and how you build it. Covers creating an application, the Steps, Sections, and Fields that make up the form, and the supporting forms and requests that go with it.

Applications: Build & Content

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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