Most ClearForms users start their processes off with a Basic Step. Basic steps are a great place to do thing like:

  1. Communicate instructions

  2. Go over the requirements for a permit or program

  3. Give applicants a heads up about key information that will be required later in the process

  4. Indicate something that takes place off of ClearForms (like completing construction or holding an event).

When you add a basic step, you'll decide whether the applicant advances the process, or if its is for someone internal to your organization, for instance if the process is a employee onboarding or evaluation.

CityGrows Basic Step workflow page

You have the option to add applicant or admin instructions, depending on who the step is intended for, to the workflow. You can also include an overview description of the workflow, which would appear to the applicants on the Start page of the workflow.

You can also use the timeframe setting on a Basic step when a workflow requires a mandatory notice or waiting period or to indicate the estiamted time requried to complete a step. Lastly, you can add a custom email notification that would be automatically sent to either admin or the applicant upon starting or completing the step.

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