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Next Matter - Full Product Guide
Next Matter - Full Product Guide
Everything you need to know to get up and running
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17 articles in this collection
Written by
Tassilo Karunarathna,
Shadi Rashed,
Alessio Madeyski
and 1 other
Getting started
Creating a basic process
This tutorial teaches you how to create a basic Next Matter process
Written by
Shadi Rashed
Updated over a week ago
Steps
In this tutorial you learn how to use steps to design efficient processes with step-by-step instructions and clear task assignments
Written by
Shadi Rashed
Updated over a week ago
Actions
In this tutorial you learn how to create actionable items within your steps.
Written by
Shadi Rashed
Updated over a week ago
Data References
Data referencing is a powerful way to re-use data created in Next Matter process instances
Written by
Shadi Rashed
Updated over a week ago
Running a Next Matter Process Instance
Everything you need to know about executing Next Matter operations process instances from launch to completion.
Written by
Tassilo Karunarathna
Updated over a week ago
Managing permissions
Learn how to restrict or allow access to processes and folders.
Written by
Shadi Rashed
Updated over a week ago
Orientation - Find your way around in Next Matter
Navigation
Learn how to navigate the Next Matter application.
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Written by
Alessio Madeyski
Updated over a week ago
Login, password and profile settings
How to login to Next Matter as a user and do basic configuration of your settings like email notifications
Written by
Tassilo Karunarathna
Updated over a week ago
Organization settings for administrators
Learn how Administrators can do advanced configurations of the Next Matter workspace, like managing users, integrations, billing etc.
Written by
Tassilo Karunarathna
Updated over a week ago
Feature Deep Dives
Conversations
How to start a conversation with your team right in the instance.
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Written by
Laia Gasparin
Updated over a week ago
Trigger a Next Matter Instance from an External Portal
Everything you need to know about launching an instance from an External Portal.
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Written by
Laia Gasparin
Updated over a week ago
Building notes
How to add notes, tasks, questions and ideas in the process builder.
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Written by
Laia Gasparin
Updated over a week ago
Step Templates
Integrating your own tech stack has never been easier. Learn how to use step templates to leverage preconfigured integrations.
Written by
Shadi Rashed
Updated over a week ago
Instance Recurrence
Learn to configure recurring instances to start your processes automatically.
Written by
Shadi Rashed
Updated over a week ago
Create custom user variables that contain parsed responses of integration steps
Parse response of integration steps to create fully integrated operations processes and more powerful, dynamic integrations
Written by
Tassilo Karunarathna
Updated over a week ago
Stages Board
Get a better overview of all your running process instances
Written by
Tassilo Karunarathna
Updated over a week ago
External Access to Steps
Seamlessly work together on a process with any person outside of your organization by creating a unique link to a step
Written by
Tassilo Karunarathna
Updated over a week ago