Login & Startpage
Login and password
Structure of SmartProcess
Customize start page
Elements on the start page
Customize main menu
Full text search
Workflows and Cases
Create Workflows
Workflow objects
Workflow object: Task
Workflow object: Decision
Workflow object: Forward case
Workflow object: Send e-mail
Workflow object: Start, intermediate and end event
Workflow object: Timer
Workflow object: Parallel gateway
Workflow object: Sub-Process
Workflow object: Incoming message
Workflow object: Send form via e-mail
Workflow object: Service/Export
Form designer
Form fields
General field properties
Field: Text / List without multiple selection
Field: Multiple selection list
Field: Multirow text
Field: Multirow formatable text
Field: Number
Field: Date
Field: Date / Time
Field: Function-Fied
Field: Contact selection
Field: Field group
Field: Catalog fields
Field: Data source for processes and documents
Field: Process and Document fields
Field: Wiki
Field: Free input
The form designer
Workflow basics
Process model of a workflow
Workflow Settings
Rights workflow participants
General placeholders for Word reports in workflows
Case processing
Workflow-Applications
Processes
Menu structure & terms
Process modelling
Process objects
Overview: BPMN objects
Object: Task
Object: Sub-Process
Object: Connectors
Object: Events
Object: Gateways
Object: Pool & Swimlane
Object: Artifacts in general
Object: Artifacts IT System, Resource
Object: Data object Input / Output, Adjacent process
Object: Artifacts KPI, Risk, Control, Opportunity
Object: Artifact Related document
Additional modelling objects
User-defined images as modeling objects
The process designer
Create process groups & processes
Formatting and positioning objects
Reuse & copy objects
Process details
List: Details
User-defined fields
List: Actions
List: Documents
Lists: Terms and abbreviations / Requirements
Lists: Indicator (KPI), Risks, Opportunities
List: Process participants
Process description
Publication and access rights
State and version
Publication of processes / documents
Validity
Read and edit access
Read confirmation
Knowledge questions for read confirmation
Additional features for processes
Documents
Documents - menu structure
Create documents
Document details
Edit files directly in Office
Properties and Placeholders in Word files
Documents - State, version, publication and validity
Organization chart
Reporting
Reporting menu
Reporting for processes and documents
Reporting for cases
Saved reports
Share reports
Excel Report Designer (Additional module)
Catalogs
Settings
Users, permissions & organizational units
Authorization profiles
Introduction authorization profiles
Authorization profile - Tab Workflows / Cases
Authorization profile - Tab Processes
Authorization profile - Tab Documents
Authorization profile - Tab Organization chart
Authorization profile - Tab Reporting
Authorization profile - Tab Contact
Authorization profile - Tab User
Authorization profile - Tab Catalogs
Authorization profile - Tab Wiki
Authorization profile - Tab Administration
Authorization profile - Tab Others
Organizational units and roles
Manage users
Representative
Catalogs
Import
Import of data
Contact import
User import
Organizational unit import
Case import
Meta data import for documents
Emails and text modules
Configure application
Language
Automatic translation
Date and time
Login options and views
Settings for process management
Modeling rules
Symbols for processes and process groups
Process view
Settings for document management
Document templates
Document type
Settings for the organizational chart
Display of the logos
Unavailability for cases for dates
Directory services (AD, Entra ID / Azure AD) and single sign-on
User notifications
Password security
IP Filter (only for SaaS Systems)
API Profile (Additional module)
Manage maintenance access (only for SaaS systems)
Word report designer for printouts (Additional module)
AI Function SmartAI (Additional module)
Audit Trail
Initial configuration SmartProcess - Process and document management
Video tutorials
Video tutorials: Business Process Management
Video tutorial for process participants
Video tutorial for working with workflow cases
Video tutorial on audit management
Version & Release notes
Release Notes
Version 24.9 Release Notes
Version 23.10 Release Notes
Version 22.10 Release Notes
Version 22.5 Release Notes
Version 22.3 Release Notes
Version 21.3 Release Notes
Version 9.1.0.10 Release Notes
Version 9.1.0.9 Release Notes
Version 9.1.0.8 Release Notes
Version 9.1.0.7 Release Notes
Version 9.1.0.6 Release Notes
Version 9.1.0.5 Release Notes
Version 9.1.0.4 Release Notes
Version 9.1.0.3 Release Notes
Manuals from previous versions
Version 25.11 Release Notes
Version 25.3 Release Notes
Info about version
General
SmartProcess API
Mobile Web App
HTML field
Contacts
File attachments in SmartProcess
Manage Wikis
Use QR codes with SmartProcess
Contact & Forum
Table of Contents
- All Categories
- Version & Release notes
- Version 25.3 Release Notes
Version 25.3 Release Notes
Processes and documents. The approval workflow can now be configured so that the reviewers and approvers from the previous version of the process / document are initially adopted when the case is sta…
Processes and documents
- The approval workflow can now be configured so that the reviewers and approvers from the previous version of the process / document are initially adopted when the case is started.
The prerequisite for this is the version of the approval workflow in which the reviewers and approvers are entered in a field group

Processes only
- When saving templates for processes and process groups, images that have been inserted into the model from the User-defined images area are now also taken into account.
- The validity of process groups and processes can now be edited manually with an Editor license, provided the user is entered as the process owner or process manager. Whether this option should be activated or not can be set with a new privilege in the authorization profiles.

- When importing BPMN files, the import of task descriptions as (unformatted) text is now also supported.
Documents only
- With the file export function, all file attachments of linked / subordinate documents can now also be exported.

- In the list view of a folder in the Documents menu, the Link button for reusing documents from other storage locations in the currently selected folder has been removed. This function is now available by clicking the + button and afterwards on Link existing documents in the folder.
Comparison of the new and old layout

Old

Case processing
- When composing an email from a case, it is now possible to reply to a previous email in the case using the Reply to... button. The previous message history is then loaded into the text field of the e-mail that is being created.

- In the activity list of a case, forwardings with comments as well as incoming and outgoing emails are now highlighted with their own icon in the No. column.

Workflow modelling
- In the form designer, fields and other elements can now also be inserted in the top line.

- In the Processes tab of the authorization profile, there is a new privilege Activate workflow processes for users. This is required to activate/deactivate a modeled workflow in the workflow settings for end users or to change the activated version.

- When configuring text modules for case emails, you can select in the Attachments area that all attachments of the case or the attachments of all the activities of the case should be sent as email enclosures when the email is sent.

Organization chart
- The signature Created by has been removed from the legend of the organization chart as this information was not meaningful.

General
- The possibilities of the SmartProcess REST API have been extended. It is now possible to read, create, change or delete data for catalogs, cases and attachments of these cases. To find out how you call up the API by defining/programming the triggers and subsequent actions, please refer to the relevant online help articles.
- When using the Automatic translation feature, the new Empty entries only option can be used to decide that the content to be translated is only entered for the languages for which a translation has previously been missing. The checkbox is activated by default. If it is deactivated before clicking on the Translate button, the content in the languages for which a translation has already been maintained is also overwritten during translation.

- In reporting for cases, one new time period is available for the Fixed period filter: Last two years
- Management of remote maintenance by CWA for SaaS systems. If you have a SaaS installation of SmartProcess, you can use the new Manage maintenance access setting under Settings -> Configure application to determine whether and within what time frame CWA support staff can access your SmartProcess installation with a maintenance user.

- The Audit Trail function has been extended and now also lists...:
- ...when a user has logged into SmartProcess
- ...when a CWA employee has logged into SmartProcess via the maintenance user
- ...when a user has adjusted the Manage maintenance access setting
- It is now possible to set up a dual control principle when creating users.
Explanation of the 4-eyes principle
1st way - Create user
The usual way remains the same. If a user has the Create users permission under Settings -> Authorization profiles -> Administration tab -> area User management (no. 1 in the screenshot), they can create and save users for SmartProcess without a second user having to check them.

2nd way - Requesting and approving users
If a user has the permission Request users for approval (no. 3 in the screenshot), they can define the master data of a new user in the user administration via the Request user button and save it for approval.

When saving, a window opens in which a person can be selected who should carry out the approval of the user. Only users who have the permission to perform user approvals are available for selection here (no. 2 in the screenshot).

The person who has been selected to approve the user is then notified by system e-mail and will find a User requests button in the Settings -> Users area.
This button can be used to view and approve/reject pending user applications in addition to those that have already been approved and rejected.
- If a user request is rejected, a reason can be entered. The user is then not created and the applicant receives a system e-mail with information about the rejection of the user application, including the reason for the rejection.
- If the user request is approved, the user is created and the applicant receives a system e-mail informing them that the user request has been successfully approved.
How did we do?
Version 25.11 Release Notes
Info about version