Teamso

From the Teamso left-hand menu, under E-Welcome, click E-Welcome List.

- From the Teamso left-hand menu, under E-Welcome, click E-Welcome List.

Click the Request Data button in the top-right corner.

- Click the Request Data button in the top-right corner.

Click the Request Data button in the top-right corner.

Select the candidate you want data from and the documents you need.

- Select the candidate you want data from and the documents you need.
   

Save sends the data request to the candidate and completes the process.

- Save sends the data request to the candidate and completes the process.

How do I request data from a candidate in E-Welcome?

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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Update your plan, payment method, and invoices.

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Downloading a list as Excel and My lists

Unsubscribing from emails (I don't want these emails link)

Editing your home page

My approvals - answering the items waiting for your approval in one list

Configuration page - responsibilities, approval processes and settings in one place

Using the left menu - Mine, module groups, Search and Create

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