Simplify 2.0 Tutorials
Below is a link to a video tutorial of how to customize a system definition as a reseller on Simplify. Reseller_Doc_Def_project.mp4
Wed, Feb 21, 2024 at 11:31 AM
The video below will walk you through how to find documents, reprocess documents and general information about the screen. Flow Activites.mp4
Wed, Feb 21, 2024 at 11:30 AM
All connections in and out of Simplify are managed through System Connectors. The video below will walk you through how to setup a connector. Connector...
Wed, Feb 21, 2024 at 11:32 AM
All document (maps) and business processes are managed through Flows. This video will walk through how to setup a Flow in Simplify to run a map or update a...
Wed, Feb 21, 2024 at 11:34 AM
This video will walk you through setting up a new customer account, adding a new employee to your reseller account along with permission groups. The permis...
Wed, Feb 21, 2024 at 11:36 AM
This video will walk through how to create a copy of a system map to modify on your reseller account. All customers under the reseller account will have ac...
Wed, Feb 21, 2024 at 11:37 AM
In Simplify, you have the ability to add lookup tables a validation rules or in the map itself. To edit the lookup table, you can access the tables from th...
Wed, Feb 21, 2024 at 12:02 PM
This article will walk you through how to add additional email addresses to your error notifications. After logging in, select the profile icon in the ...
Fri, Feb 23, 2024 at 4:14 PM
Click here if you want to jump to the section on manually uploading a file. You can only catch and modify a field value if you set a validation rule on ...
Fri, Apr 5, 2024 at 1:44 PM
To reset your password after receiving your initial password from ECGrid support, click on the letter in the upper right corner of your screen. Select ...
Fri, Apr 5, 2024 at 1:50 PM