Workflow Archives - POPi/o

Oct 20

0

How to add Another Representative to a Video Call

By POPi/o | Training

Jun 09

0

eSignature and Workflow Training

By POPi/o | Training

Jun 09

0

Customize Workflows by Altering Tasks

By POPi/o | Training

Jun 09

0

Changing the Workflow Name and Exiting the Workflow Editor

By POPi/o | Training

Jun 09

0

Modifying Existing Workflows and Previously Placed Signature Locations

By POPi/o | Training

Jun 09

0

Workflow User and Agent Tasks

By POPi/o | Training

Jun 09

0

Reviewing, Testing, and Saving a Workflow Process

By POPi/o | Training

Jun 09

0

Testing a Workflow

By POPi/o | Training

Jun 09

0

Accessing the Workflow Customization Area

By POPi/o | Training

Jun 09

0

Add a PDF file to the System and Naming Your Workflow

By POPi/o | Training

Jun 09

0

Adding Additional Fields You May Need to Complete Your Workflow

By POPi/o | Training

Jun 09

0

Adding a Co-Applicant Signature to a Workflow

By POPi/o | Training

Jun 09

0

How to Access Your Workflow Admin Folder

By POPi/o | Training

Jun 09

0

Workflow Editor Employee Permissions

By POPi/o | Training

Oct 20

0

Oct 2020 User Conference Company Update

By POPi/o | Training | No Comments

Oct 20

0

In-branch Deployment & Best Practices – Riverfront CU

By POPi/o | Training | No Comments

Oct 30

1

Pioneer FCU myPioneer Personal Assistant Demo

By Tim Pranger | Client Experiences | No Comments

Tracey Miller, VP of Branch Operations Pioneer Federal Credit Union, shows a demo of the myPioneer Personal Assistant App powered by POPi/o Video Banking.

Oct 30

1

Pioneer FCU – Video Banking Work Flow Development

By Tim Pranger | Client Experiences | No Comments

Tracey Miller, VP of Branch Operations Pioneer Federal Credit Union, and Gene Pranger, inventor of video banking, discuss how POPi/o creates workflows that match current credit union processes.

Oct 30

1

Pioneer FCU Embraces Mobile Video Banking

By Tim Pranger | Client Experiences | No Comments

Full interview with Pioneer Federal Credit Unions Tracey Miller, VP of Branch Operations.