Guided Templates

Guided Templates are now even easier to use and come pre-configured with Launchpad settings. With the step-by-step wizard of Guided Templates, you can effortlessly create a fully functional process in minutes, ensuring efficient utilization of Intelligent Document Processing, and seamless integration of invoice approval into your processes.

Guided Templates are now available for these processes:

1. Expense Report process.

2. Invoice Approval process.

Use the Expense Report Guided Template

Watch the following product tours to learn how to use the Expense Report Guided Template.

Create an Expense Report Process

Submit a New Expense Report

Review and Approve an Expense Report

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Use the Invoice Approval Guided Template

Watch the following product tours to learn how to use the Invoice Approval Guided Template.

Create an Invoice Approval Process

Start a New Invoice Approval Request

Review and Submit Invoice Approval request

Learn More

ProcessMaker Documentation: Find detailed product information.

ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.