---
title: "Builder Overview"
slug: "builder-overview"
updated: 2025-03-26T18:31:57Z
published: 2025-03-26T18:31:57Z
canonical: "kb.easysend.io/builder-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.easysend.io/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/v1/docs/builder-overview-new#processes-manager) section). The Builder navigation bar appears (1) on the left side of the screen.

NOTETo quickly learn about the navigation bar, watch the following video.

[Embedded content](https://www.youtube.com/embed/961Qi-39r-Q?&wmode=opaque&rel=0 )

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1727102013138.png )

**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.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1727102201953.png )

**Figure 2: Builder Navigation Bar**

**Table 1: Builder Navigation Bar**

| **Number** | **Icon** | **Name** | **Description** |
| --- | --- | --- | --- |
| 1 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654778130513.png ) | Build | Displays options for building a digital process NOTEFor additional information, see the [Builder Navigation Bar - Build Tab](/v1/docs/builder-overview#builder-navigation-bar-build-tab%20%20%20) section |
| 2 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654778140800.png ) | Integrate | Displays options for performing integrations and for using transaction logs NOTEFor additional information, see the [Builder Navigation Bar - Integrate Tab](/v1/docs/builder-overview#builder-navigation-bar-integrate-tab%20%20%20) section |
| 3 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654778151582.png ) | Measure | Displays options for analyzing the performance of your digital processes with built-in dashboards, custom dashboards, and reports NOTEFor additional information, see the [Builder Navigation Bar - Measure Tab](/v1/docs/builder-overview#builder-navigation-bar-measure-tab%20%20%20) section |
| 4 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654778158467.png ) | 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 NOTEFor additional information, see the [Builder Navigation Bar - Operate Tab](/v1/docs/builder-overview#builder-navigation-bar-operate-tab%20%20%20) section |
| 5 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1693976389865.png ) | EasySign | Displays the EasySign portal NOTE - If this tab is not available, please contact our support team - To learn more about EasySign, click [here](/v1/docs/easysign-portal%20%20%20) |
| 6 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1693976596566.png ) | 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 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1727102276176.png ) | Apps | Displays EasySend's Marketplace |
| 8 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654778166521.png ) | Settings | - Displays the Customer Settings screen - Enables to manage platform users NOTE - To access customer settings, please contact our support team - For additional information about managing platform users, click [here](https://kb.easysend.io/docs/roles-and-permissions )[](/v1/docs/journey-sender%20%20%20%20%20%20%20) |

### 

NOTEIf some of the tabs are not available in your environment, please contact our support team. 

### Builder Navigation Bar - Build Tab

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

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1727102709337.png )

**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 NOTEFor additional information, see the [Process Manage](/v1/docs/builder-overview#process-manager%20%20%20)r section |
| 2 | Themes | Enables to create custom design templates to match the look and feel of your brand, for example: colors, fonts, and logo NOTEFor additional information, see the [Themes Overview](/v1/docs/themes-overview%20%20%20%20%20%20%20) article |
| 3 | Journey Sender Creation | Enables agents to send any process to a customer with pre-fill data NOTEFor additional information, see the [Journey Sender](/v1/docs/journey-sender%20%20%20%20%20%20%20) article |
| 4 | Validations | Enables to create and view validations NOTEFor additional information, see the [Validations](/v1/docs/validations%20%20%20%20%20%20%20) article |
| 5 | Output Manager | Enables to create email header and footer templates NOTEFor additional information, see the [Workflow Manager Overview](/v1/docs/workflow-manager-overview%20%20%20%20%20%20%20) article |
| 6 | One Time Password | Enables to create a one time password authentication NOTEFor additional information, see the [One-Time Password](/v1/docs/one-time-password%20%20%20) article |

### Builder Navigation Bar - Integrate Tab

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

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1727102862069.png )

**Figure 4: Integrate Bar Options**

**Table 3: Integrate Bar Options**

| **Number** | **Name** | **Description** |
| --- | --- | --- |
| 1 | Services | Enables to integrate your digital processes with different third-party apps and REST API services NOTEFor additional information about integrations, see the [Integrations](/v1/docs/integrations%20%20%20%20%20%20%20) articles |
| 2 | Transaction logs | Enables to view, manage, and troubleshoot transactions NOTEFor additional information about the Transaction log, see the [Transaction logs](/v1/docs/service-logs%20%20%20) article |
| 3 | Webhooks | Enables to initiate a simple or a custom service WebhooksNOTEFor additional information about Webhooks, see the [Webhooks](/v1/docs/webhooks%20%20%20) article |
| 4 | Marketplace | Displays EasySend's Marketplace |

### Builder Navigation Bar - Measure Tab

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

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1727103103241.png )

**Figure 5: Measure Tab Options**

**Table 4: Measure Tab Options**

| **Number** | **Name** | **Description** |
| --- | --- | --- |
| 1 | EasySend Analytics | - Enables to view built-in dashboards that display information and insights about the performance of your digital processes - Enables to create custom dashboards NOTEFor additional information, see the [EasySend Analytics](https://kb.easysend.io/v1/docs/easysend-analytics ) articles |
| 2 | Overview Reports | Enables to create and search analytics reports NOTEFor additional information, see the [Analytics and Reports](/v1/docs/analytics-and-reports%20%20%20%20%20%20%20) article |

### Builder Navigation Bar - Operate Tab

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

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1727103133815.png )

**Figure 6: Operate Tab Options**

**Table 5: Operate Tab Options**

| **Number** | **Name** | **Description** |
| --- | --- | --- |
| 1 | Journey Tracker | Enables to track the progress of a process such as: - Who opened a link - How many times - How fast did end-users fill out information |
| 2 | Detailed Reports | Enables to create and view standard and customized periodic tracking reports for business results and operations analysis |
| 3 | Bulk Sender | Enables to send processes links to multiple customers through email or SMS |

### 

NOTEThe rest of the sections in this article will focus on processes.

## 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.

**![Process Manager Main Screen. ](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655721120537.png )**

**Figure 7: Process Manager Main Screen**

**Table 6: Process Manager Main Screen**

| **Number** | **Name** | **Description** |
| --- | --- | --- |
| 1 | + New Business Group | Enables to add a new business group NOTE - A business group contains processes - To add a new process, see the [Add a New Business Group](/v1/docs/builder-overview#add-a-new-business-group%20%20%20) section |
| 2 | Search Bar | Enables to search for processes |
| 3 | Logo | Displays the logo of the customer |
| 4 | + New Process | Enables to add a new process NOTETo add a new process, see the [Add a New process](/v1/docs/builder-overview#add-a-new-process%20%20%20) section |
| 5 | List of Business Groups | Displays a list of available business groups and how many processes each business group contains |
| 6 | List of processes | Displays a list of processes with the following information: - Process Name (sortable) - In production - Yes/No - Created - date and time |

### 

### 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):

![Process Additional Options. ](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1656336254139.png )

**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

NOTEFor additional information about Solo Mode, contact our support team.

- 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).

![On the Process Manager screen, click the +New Business Group button. ](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655721332676.png )

- **Figure 9: + New Business Group Button**

*Result:* The **Business Group** window appears:

![Enter the name of the new business group. Click the OK button. ](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/builder-overview-2-image-2agpozf5.png )

**Figure 10: Business Group Window**

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

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

![The new business group is added. ](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1685863780653.png )

**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):

![To rename or delete a business group, right-click it and select the desired option. ](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1685863874753.png )

**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).

![Click the desired business group from the list. The number of processes the business group has appears. The + New Process becomes enabled. A request to add the first process appears. Click the + New Process. ](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1685864291419.png )

- 

*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).

NOTE

If the business group already has previous processes, once a business group is selected, its processes will be displayed in a list instead of the request to add a new process.

1. Click the **+ New Process** (3 or 4).

*Result:* The **Create a Process** window appears:

![Enter the name of the new process. Click the OK button. ](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/builder-overview-2-image-go5ad31i.png )

**Figure 14: Create a process Window**

NOTEThe Process Name is limited to 100 characters

1. Enter the **name** (5) of the new process.
2. Click the **OK** button (6).

*Result:* The Webflow main screen appears automatically:

![Webflow Main Screen. ](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1685864318494.png )

**Figure 15: Webflow Main Screen**

NOTEFor additional information about the Webflow screen, see the [Webflow Overview](/v1/docs/web-flow-overview%20%20%20%20%20) article.

1. 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).

![New process. ](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655721955245.png )

**Figure 16: New process**

## Related

- [Journey Sender](/journey-sender.md)
- [Themes Overview](/themes-overview.md)
- [Validations](/validations.md)
- [Workflow Manager Overview](/workflow-manager-overview.md)
- [Reports](/analytics-and-reports.md)
- [Integrations](/integrations.md)