Wellcome to Parallel 101 🙌 – Where we'll explain Parallel's most basic and important concepts.
How does Parallel work? 🧐
Parallel works with two main concepts: templates 📑 and parallels 🚀.
Templates 📑
Parallel is a platform that helps you work smarter with your customers, suppliers and employees by simplifying and automating your legal and compliance processes. That's why any process in Parallel starts with a template ▶️.
A template is the model, the basis or starting point of any process in Parallel.
For example:
If you are a lawyer, you probably have many contract templates in Word. You use them to create and execute contracts with your clients.
If you are a compliance officer, you probably have a template for a KYC questionnaire or an email asking for information from your client.
If you are a visa agent, you probably have some forms and documents that you use to apply for visas for your customers.
A template is the backbone or “skeleton” of your processes. It helps you save time, avoid errors and ensure consistency.
⚠️ Only Administrators and Members of an organization in Parallel can create Templates. Collaborators can't. Learn more about user roles in your organziation. |
Find out more about templates – Get your first process up and running:
Choose a template
Set up your first template
Parallels 🚀
Every time you use one of your templates to start a new process you create a parallel.
A parallel is an instance or a run of a template. It’s what happens when you use a template to start a new process.
You can create as many parallels as you want from any template.
If you want to know more, learn here more about what is a parallel and what can you do in a parallel.
For example:
You can send a parallel from one of your templates
You can also create and complete parallels yourself ☺️