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Please refer to the Notification Templates section for details for how to modify Notification Templates.

Create Content Revisions

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Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
8YesUse Content Revisions to add Content or modify delivered Content to be used in Notification Templates

System Administrator

Process Administrator

Content Administrator






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Create Content Revisions for Company Logos

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Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
10YesUse Content Revisions to add Company logo image(s)

System Administrator

Process Administrator

Content Administrator






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At this point, you can use Content Revision(s) to add or change the objects/content that will be shown on various users' Home pages.

Create Content Revisions

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Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
13YesUse Content Revisions to add Content or modify delivered Content to be used on the Homepages

System Administrator

Process Administrator

Content Administrator

  • Images - make your Homepages or activities pop by adding any image you want
  • Attachments - present documents to the users on Homepages or during the onboarding process
  • Text Catalogs - modify or create rich text content to present on Homepages or in certain onboarding activities.





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At this point, you can use Content Revision(s) to add or change objects that will be shown in the onboarding process.  Examples would be adding or changing Smart Forms, attachments, and text catalogs. Also, you may want to set up Verification Vendor(s) and Background Check Vendor(s) at this point.

Create Content Revisions

Image RemovedImage Added





Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
18YesUse Content Revisions to add Content or modify delivered Content to be used in the onboarding process

System Administrator

Process Administrator

Content Administrator






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