Special User Entitlements: Import & Assign
Reports
- Use Visual Reports for Metrics Reporting
- Export Visual Reports
- Modify Colors on Visual Reports
- Structuring Table Reports
- Use Table Reports to Filter and Link Workflows for Visual Reports
- Work with Data in Table Reports
Interacting With Work
- Recently Viewed and Favorites
- View Record History
- Work With Document Versioning on Attachment Fields
- Complete E Signature Fields
- In-App Notifications
- Filtering Work in Your Work Queue