Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Upcoming System Update: RPL

On Thursday 4th Novemeber 2025, we’ll be rolling out a series of enhancements to RPL Funding Calculator.

Full details of the changes can be found in the Release Notes

Downtime: There will be no product downtime.

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Creating Custom Workflows

  User Roles

This feature can be used by the following user roles:

  • Super Admin
  • Admin

Follow the steps below to create a custom workflow:

  1. Click Form Templates
  2. Click New form template
  3. Click Create form workflow
  4. Add workflow name
  5. Select Stage
  6. Click Add Stage
  7. Click Save and exit

Your workflow has now been created.

You can add as many stages as needed to your workflow.

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