Add a module

The Find modules tab features the Module library. Here, you can search for and view pre-built modules in any industry. The library is separated into two (2) sections:

General – Listing of created, modified and assigned modules
Industry-specific – Listing of available sample modules, categorized by industry

Each module in the General section features a brief description and options to Add and Preview. Modules that you currently have will be marked with ‘You already have this module’, and will not have the Add module option.

Any module can belong to one or more company service types, as well as subscription levels. Companies at higher subscription levels can also access module features in lower- and mid-level subscriptions.

If you already have a form or process you want to turn into a module, just choose Build your own module and get started creating your own.

Updated on March 1, 2021

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