I work for a government: How do I use ClearForms workflows that someone else has set up?

How can I tell which permits or licenses are expired?

Use the Output Status search options on your Dashboard to find expired, issued, or revoked Outputs

Written by Catherine Geanuracos
Updated over a week ago

What's the dashboard for and how do I navigate it?

Introduction to your dashboard

Learn how to search, sort, and access processes from your dashboard

Written by Catherine Geanuracos
Updated over a week ago

Is there a way I can start a process as an admin from my dashboard?

Use Quick Launch to immediately start a new process without going to the workflow or Start page

Written by Jasmine Burns
Updated over a week ago

How to sort or search for one specific process or a group of processes or applications from your dashboard

Quick search or search by who launched the process, date launched, date range, step status, and workflow type

Written by Catherine Geanuracos
Updated over a week ago

How do I clean up my dashboard and get rid of abandoned processes and test data?

How to keep your dashboard clean by halting or deleting individual processes using Actions tools

Written by Stephen Corwin
Updated over a week ago

How do I look up an applicant's email address?

Use the ClearForms Directory feature to find the email address associated with an applicant user account

Written by Jasmine Burns
Updated over a week ago

Can I sort my dashboard by Team?

Learn how to select which Team's workflows are displayed in your dashboard search results

Written by Catherine Geanuracos
Updated over a week ago

Can I find a group of processes based on dates included in collect information steps?

How to define a date range for a field to find a group of processes from your dashboard

Written by Catherine Geanuracos
Updated over a week ago

How can I search for processes that were completed during a specific time period?

Learn how to search by process completion date

Written by Catherine Geanuracos
Updated over a week ago

Can I remove a group of processes from my dashboard?

Learn to use Halt or Delete dashboard Actions to remove multiple processes at the same time

Written by Stephen Corwin
Updated over a week ago

Reviewing on CityGrows

How to Review a process on ClearForms

Using Review steps to move a process forward

Written by Catherine Geanuracos
Updated over a week ago

Managing payments: Additional and waived payments, refunds, and charge disputes

How to waive a payment for an individual process

Adjust or remove a required payment amount on a case-by-case basis.

Written by Catherine Geanuracos
Updated over a week ago

How do I record a cash or check payment?

ClearForms allows you to track whether a payment has been received, even if it's made by cash or check (outside of the ClearForms software)

Written by Catherine Geanuracos
Updated over a week ago

How can I request an additional payment from an applicant?

Learn how you can ask an applicant to pay a special, one-time or unanticipated fee for late fees or penalties

Written by Catherine Geanuracos
Updated over a week ago

How do I issue a refund?

Learn how to refund payments made to you by your constituents if you have to

Written by Stephen Corwin
Updated over a week ago

Can I document the reason for a refund issued on ClearForms?

Use the refund justification option to capture the reason a refund was issued to an applicant

Written by Catherine Geanuracos
Updated over a week ago

Can I manage and submit information about credit card charge disputes on ClearForms?

Learn how to use ClearForms built-in features to dispute and win chargebacks

Written by Stephen Corwin
Updated over a week ago

Communicating with applicants and other admins inside of CityGrows

How do I ask a question about a process? (for admins)

How to access the Discussion feature and the Resolved option to get questions answered, request changes, and respond to applicants

Written by Catherine Geanuracos
Updated over a week ago

Starting or stopping an individual process or application

How do I stop an individual process from moving forward, but keep it in the system?

Using the Halt and Resume options to stop and restart processes

Written by Stephen Corwin
Updated over a week ago

How to halt or restart a process

Stop a process from continuing by Halting it (and unhalt when needed)

Written by Catherine Geanuracos
Updated over a week ago

PDF downloads of completed processes

How can I print out a record of an individual process?

Using PDF export to create a receipt, record, license or permit for a completed or in-process permit or license process

Written by Catherine Geanuracos
Updated over a week ago

Can I revoke or edit a permit or license that has previously been completed?

Learn how to remove or edit the Issue Date on a completed process to remove the Valid designation or adjust the issued date

Written by Catherine Geanuracos
Updated over a week ago

Editing a process if some steps are locked

How do I unlock a step so that I or someone else can edit it?

How to Lock and Unlock steps that have Lock on Complete enabled

Written by Catherine Geanuracos
Updated over a week ago

Searching CityGrows for non-admins

How do I search for information on ClearForms if I'm a staff member who's not involved in a workflow?

How to access a private custom search page that requires email validation

Written by Catherine Geanuracos
Updated over a week ago