To add a system action, click on Actions under the Processes tab on the left hand menu.

A new pane will pop open on the right hand side. Here you can set the Name and choose the type of action. Depending on which action you select, the following fields will change.

For Email and SMS, when you select these actions, you can choose to send to either a User, or a Profile.

When you select user, it will send to a backend operator that has been defined as a user in Admin center. You can read more about adding users here. Then in the Receiver box, you can check the users that you want to recieve the email or sms message.

If you select Profile, then it will use the Email address, or Phone number of the Persons associated profile to send the message to.

You can define the Subject, as well as the message that you will want to send to the user here in the Editor box

If you will be sending a webhook, then you will need to specifiy the URL of the listener for your API calls.

Using a mail merge, click on the i button beside choose file to download a template.

The first step in the mail merge is to create a word document with the merge fields configured (press "Download" and get a sample file)

After configuring the merge fields in the word document, press the button "Choose File" and select the document that you wish to use

After selecting the document, the fields that are configured in the document will be displayed on the screen followed by a drop down for each one

Please select the property from the dropdown that better suits the merge field and press "Save"

Note: Any merge field not associated with a property will be ignored and replaced by an empty space when the merge is executed

To delete a Photo or ID Document, you can set up an action with their respective types.

When you are finished with adding an Action, click on the save button at the bottom to return to the Actions Overview Screen.