Thank you so much!!! Michelle Bowden Fiserv ETG

It would be internal on SharePoint. It is basically what I need to know when our Sales team goes out on a new client call. Sales would complete the Excel sheet not the client. @Kirsten Heikkinen where did you put the link on your request? Michelle Bowden Fiserv ETG

Does anyone know if I can add an excel sheet to a request queue. We have a form that clients fill out at an initial meeting and we want to be able to add that blank form to a request queue we have set up called new client. We already have it so you can add a document after the fact, but are looking ...

Just looking to take a current excel checklist and get it loaded into Workfront without having to enter everything directly. I have tried a couple of times and am not getting results. I think I'm missing some of the required pieces. Michelle Bowden Fiserv ETG

Anyone know if there is kickstart training somewhere? I looked around on the training site but didn't see anything. Michelle Bowden Fiserv ETG