Builder Advanced Features

Article Overview The following article describes EasySend's One-Time Password feature. It describes how to configure it and how to add it to a digital process. What is a One-Time Password? (See Figure 1 ) A One-Time Password (OTP) is a password...

Article Overview The following article describes EasySend's Process Versions feature. It describes what it is and how to use it.  What is the Process Versions Feature? Process Versions is a Builder platform feature that allows users to view and r...

Article Overview The following article describes the Journey Sender feature. It explains what the Journey Sender is used for, and how to build and use Journey Sender to initiate and send digital process links to customers. The article also desc...

Article Overview The article describes the reporting capabilities of EasySend's platform. It details the difference between detailed and overview reports in addition to describing how to access and create them. The article also explains how to ...

Article Overview The following article describes the Journey Tracker feature. It explains what the Journey Tracker is used for and how to use it. What is the Journey Tracker? The Journey Tracker feature enables you to track your live proc...

Article Overview The following article describes the Bulk Sender feature. It explains what the Bulk Sender is used for and how to use it. What is the Bulk Sender? The Bulk Sender feature enables you to upload a list of recipients and send...

Article Overview The following article describes EasySend's platform branding capabilities.  What is Branding? The branding feature gives you the ability to set a brand name, page title, and favicon icon for a single brand or multiple bra...

Article Overview The following article describes EasySend's multi-language feature. Multi-Language in EasySend All EasySend digital processes support multi-language, meaning that texts with different languages can appear in various locati...

Article Overview The following article describes the process mapping feature. It explains what the feature is, its structure, and how to use it. What is Process Mapping? Process mapping enables you to visually break down and map the flow ...

Article Overview The following article describes the template links feature. It explains its purpose and how to use it. What are Template Links? Template links provide the ability to create a link from the Journey Sender with predefine...

Article Overview The following article describes EasySend's Co-browsing feature. It describes how to enable it and how to use it. What is Co-browsing? (See Figure 1 ) Co-browsing enables digital process end-users to share the link of a digital ...

Article Overview The following article describes EasySend's metadata items. It details them and where to find them. In addition, the article provides usage examples for metadata items.  Metadata in EasySend In EasySend metadata items are built-in...