Overview
Process templates define repeatable workflows with ordered stages. When you create a process for a client, Fortium uses the template to generate the stages, assignments, and due dates automatically. Common examples include year-end accounts, VAT returns, and onboarding checklists.
Creating a Process Template
- 1Open Settings → Process Templates
- 2Click New Template
- 3Enter a Name and optional Description for the template
- 4Click Create Template — you are taken to the template detail page
Adding Stages
On the template detail page, you build your workflow by adding stages in sequence.
- 1Click Add Stage
- 2Enter the stage Name and choose a Type (Standard, Document Request, Email, Portal, Form, Fetch Accounting Data, or AI Year-End Pass). For a Document Request stage, also enter the Document Name and Section. For a Form stage, you can choose a Form template; if you leave it blank, staff pick a form when the stage starts
- 3Optionally set a Start Days Offset to keep the stage locked until that many days after the process start date
- 4Choose a Due Date Mode and Days Offset — either fixed from the process start date or rolling from the previous stage
- 5Optionally enter a Parallel Group — stages with the same parallel group run at the same time — and choose whether the stage is Skippable
- 6Click Add Stage
See Process Stages for what each stage type does once a process is running.
Drag the grip handle on any stage to reorder the sequence.
Template settings
On the template detail page you can also configure:
- Default Due Days — how many days after initiation the process is due
- Recurring — toggle on to repeat the process automatically, with a configurable interval in months
- Portal Visible — whether clients can see this process in their portal
Archiving a Template
If a template is no longer needed, you can archive it from the actions menu on the templates list. Archived templates are hidden from new process creation but do not affect existing processes.
When a process is created, every stage is assigned to the same person: the key date's assignee for processes started automatically, otherwise the client's manager (or the person creating the process, if the client has no manager). The Assignee Role setting on a stage doesn't currently change this. See Process Stages for details.
What's Next?
- Email Templates — create reusable email content
- Records Requests Settings — document categories and templates for asking clients for records