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Saving is manual. Unsaved changes trigger a warning when leaving.

If there are changes to be saved, the Save button will be clickable and read Saves Changes.

The button displays Saved when no changes remain.

- Saving is manual. Unsaved changes trigger a warning when leaving.
- If there are changes to be saved, the Save button will be clickable and read Saves Changes.
- The button displays Saved when no changes remain.

___________________________________________________________

Copying first saves unsaved changes. A copy is an independent draft with no published-version history.

1. Select More. 
2. Select Copy.
3. Wait for the copied course to open.
4. Change its title if required.

Editing a course makes a draft version of it. If the course is published, you will be asked to Create draft instead of Review course.

1. Find the course in Home. 
2. Select Edit. 
3. Select Review course.

If another person is editing the course, you will see an alert across your screen.

Before you make any changes, select Take over editing. This loads the other persons latest version. If you do not do this, any changes you make may be lost.

Deletion is permanent. Only draft courses can be deleted.

From Home, find the draft course under All or Drafts.

1. From Home, find the draft course under All or Drafts.
2. Select Delete.
3. Confirm Delete course.

Save, copy, edit or delete a course

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Save, copy, edit or delete a course

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