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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Get Started Guide

  • Updated:

This guide provides direct links to articles that will walk you through step-by-step instructions on how to manage your Process Automation and Digital Services (formerly CivicOptimize) instance. 

 

Important Note

  • The features and functions available to you may vary depending on your organization's preferences and the roles and permissions assigned to your user account.

 

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Log In & Manage Account

 

Build Apps

 

Build Forms

 

Set Up Form Workflows & Approvals

 

Share Forms

 

Manage Form Submissions

 

Use Advanced Tools

 

Best Practices & Support

 

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