Getting Started

Everything you need to know before putting AR Workflow to work.

• Welcome to AR Workflow!
• Manage Multiple AR Workflow Accounts
• Day in the Life of a User.
• First Few Steps for Quick Success
• System Auditing: All Activities Performed
• Assign an AR Specialist
• Assign a Workflow
• Quick Action Drop-Down
• Email and SMS Merge Fields
• Add a New Business to Your Account
• Why is Finix asking for my Social Security number?