Builder Overview

Builder Introduction

The following sections describe the Builder and its features. 

What is the Builder?

The Builder is a visual no-code platform that empowers you to build processes or make changes and iterations to your processes without relying on developers. By using the Builder, you will have all the tools in one place for building custom processes without writing a single line of code.

The process created with the Builder will allow your end-users to easily fill out, sign, and send important information from any device such as: desktop, MAC,  or Mobile Phones, and send it back to you.

Builder Main Capabilities

The main capabilities of the builder are:

• Create, send, and monitor processes from a single platform - the builder platform provides all the tools you will need to transform any manual form into a process and create personalized experiences for your customers.
• Customization and white-label - each process is customized according to the templates EasySend designs for you, using the colors, fonts, and logo of your brand.
• Flexibility - the Builder enables you to build processes with custom roles, permissions, validations, and conditions to fit any scenario and workflow, no matter how complex it may be.
• Multiple Persona Workflows and Auto Reminders - you can create complex workflows with multiple personas for different steps of a process. For example, a process can start with an Agent filling in the information and, only once he is done with his step, the workflow continue to the customer and then to her spouse or guardian. Automatic reminders can be set for each step of the process.
• Customer guidance throughout the journey - to assist customers better, processes contain automatic notifications and validations that guide your customers to fill out fields correctly. Another assistance option available in the Builder is Co-browsing, a real-time customer assistance tool that allows your agents to support customers remotely to complete the journey.
• Analytics and Optimization - optimize every step of your process with analytics, get an overview of how all your processes are performing, and filter the view by device, browser, source, and other filters. Analyze how many links were sent, opened, and completed to optimize and improve the performance of your processes.
• Integration - automate your workflow by integrating the process with any third-party app or CRM such as Salesforce or Twilio.

Builder Navigation Bar

(See Figure 1)

After clicking your customer name, The Process Manager screen appears automatically (see the Process Manager section). The Builder navigation bar appears (1) on the left side of the screen. 

Figure 1: Builder Navigation Bar on the Process Manager Screen

Builder Navigation Bar Overview

Figure 2 and Table 1 describe the structure of the Builder navigation bar.

Figure 2: Builder Navigation Bar

Table 1: Builder Navigation Bar

Number	Icon	Name	Description
1		Build	Displays options for building a digital process NOTE For additional information, see the Builder Navigation Bar - Build Tab section
2		Integrate	Displays options for performing integrations and for tracking transaction logs NOTE For additional information, see the Builder Navigation Bar - Integrate Tab section
3		Measure	Displays options for analyzing the performance of your digital processes with built-in dashboards, custom dashboards, and reports  NOTE For additional information, see the Builder Navigation Bar - Measure Tab section
4		Operate	Displays options for sending digital processes links to multiple end-users, for tracking the progress of your digital processes, and for viewing detailed reports NOTE For additional information, see the Builder Navigation Bar - Operate Tab section
5		EasySign	Displays the EasySign portal NOTE If this tab is not available, please contact our support team To learn more about EasySign, click here
6		Resource Center	The Resource Center contains the following options: Getting started - walkthrough guides Articles and guides What's new updates A channel to contact support Leave a review
7		Settings	Displays the Customer Settings screen NOTE To access customer settings, please contact our support team

Builder Navigation Bar - Build Tab

Figure 3 and Table 2 describe the options under the Build tab.

Figure 3: Build Tab Options

Table 2: Build Tab Options

Number	Name	Description
1	Process Manager	Enables to create or edit business groups and processes NOTE For additional information, see the Process Manager section
2	Themes	Enables to create custom design templates to match the look and feel of your brand, for example: colors, fonts, and logo NOTE For additional information, see the Themes Overview article
3	Journey Sender Creation	Enables agents to send any process to a customer with pre-fill data NOTE For additional information, see the Journey Sender article
4	Validations	Enables to create and view validations NOTE For additional information, see the Validations article
5	Output Manager	Enables to create email header and footer templates NOTE For additional information, see the Workflow Manager Overview article
6	Webflows	Displays a list of Webflows with the following information: WebFlow Name Created Last Modified Modified by NOTE The Webflows option will appear according to the customer settings, for additional information, contact our support team   NOTE Hovering above each Webflow from the lists displays the additional options icon that enables to rename it or copy it to a different process
7	Forms	Displays a list of PDF forms with the following information: Form Name Created Last Modified Modified by NOTE The Forms option will appear according to the customer settings, for additional information, contact our support team  NOTE Hovering above each form from the lists displays the additional options icon that enables to rename it or copy it to a different process
8	Models	Displays a list of Models with the following information: Model Name Created Last Modified Modified by NOTE The Models option will appear according to the customer settings, for additional information, contact our support team  NOTE Hovering above each Model from the list displays the additional options icon that enables to rename it or copy it to a different process

Builder Navigation Bar - Integrate Tab

Figure 4 and Table 3 describe the options under the Integrate tab.

Figure 4: Integrate Bar Options

Table 3: Integrate Bar Options

Builder Navigation Bar - Measure Tab

Figure 5 and Table 4 describe the options under the Integrate tab.

Figure 5: Measure Tab Options

Table 4: Measure Tab Options

Builder Navigation Bar - Operate Tab

Figure 6 and Table 5 describe the options under the Integrate tab.

Figure 6: Operate Tab Options

Table 5: Operate Tab Options

Process Manager

The following sections describe the structure of the Process Manager screen and how to create new business groups and processes.

Process Manager Main Screen Structure

Figure 7 and Table 6 describe the structure of the main screen of the Process Manager.

Figure 7: Process Manager Main Screen

Table 6: Process Manager Main Screen

Process Additional Options

(See Figure 8)

Hovering above a process displays a delete icon (1) and an additional actions icon (2) that enables to perform the following (3):

Figure 8: Process Additional Options

• Rename the process
• Move it to a different business group
• Work on the process in Solo Mode - without multiple editors

• Display information about process items that were last modified such as: Forms, Webflows, and Model
• Duplicate the process 

Add a New Business Group

(See Figure 9 to Figure 11)

To add a new business group, perform the following steps:

1. On the Process Manager screen (1), click the +New Business Group button (2).

• Figure 9: + New Business Group Button

Result:
The Business Group window appears:

Figure 10: Business Group Window

3. Enter the name (3) of the new business group.
4. Click the OK button (4).

Result:
The new business group is added (5):

Figure 11: New Business Group

Deleting and Renaming a Business Group

(See Figure 12)

To rename or delete a business group, right-click it and select the desired option (1):

Figure 12: Rename/Delete a Business Group

Add a New Process

(See Figure 13 to Figure 16)

To add a new process, perform the following steps:

1. Click the desired business group from the list (1).

• • Figure 13: Selected Business Group

Result:

• The number of processes the business group has appears (2).
• The + New Process (3) becomes enabled.
• A request to add the first process appears (4).

2. Click the + New Process (3 or 4).

Result:
The Create a Process window appears:

Figure 14: Create a process Window

3. Enter the name (5) of the new process.
4. Click the OK button (6).

Result:
The Webflow main screen appears automatically: 

Figure 15: Webflow Main Screen

5. Navigate back to the Process Manager screen and view that:

• The process is added (7).
• The number of processes in a business group is updated (8).

Figure 16: New process