Phundex

When deciding whether someone should be added to a Pathway, you need to decide how you want them to participate in the process or transaction.  If you want ...

  1. Select the 'Pathways' menu option. 2. Select an existing Pathway from the list. 3. Click the '+Add Stage' button in the menu 4. Either...

As an Administrator or Manager you can make Tasks dependent on others.  You may want a document to be reviewed by someone else before it is moved into final...

To assign a Task, you must be logged onto Phundex as either a Manager (someone who creates Pathways) or a Client Admin (someone who has full permission on P...

As a Manager or Administrator, if you decide you no longer need a Stage within a Pathway, or even a whole Pathway, you can mark it as "Inactive". ...

To assign a Task, you must be logged onto Phundex as either a Manager (someone who creates Pathways) or a Client Admin (someone who has full permission on P...

Editing existing forms increases efficiency and saves time during work.  If you have created a form to gather information, or have forms in Phundex Pathway ...

To assign a Task, you must be logged onto Phundex as either a Manager (someone who creates Pathways) or a Client Admin (someone who has full permission on P...

An admin or manager can change the order of stages in a pathway.  This can be done by clicking on the stage you want to move and dragging it above or be...

1. Click on the 'Pathway's menu' option 2. Select a Pathway in the list. 3. Click on a 'Stage' in the sub-menu 4. Click on a 'Task&#...