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
- All Categories
- Version & Release notes
- Release Notes
- Version 9.1.0.9 Release Notes
Version 9.1.0.9 Release Notes
New functions and changes from 10.09.2020: New module Audit Trail - If the module has been purchased, each publishing, withdrawal and deletion of processes and documents is automatically documented i…
New functions and changes from 10.09.2020:
- New module Audit Trail - If the module has been purchased, each publishing, withdrawal and deletion of processes and documents is automatically documented in the settings of the new menu item Audit-Trail. Every step in the case processing that requires a signature of the user is also listed.
- The new function translation help is available. If it is activated, suggestions for the translation of multilingual content can be generated with a mouse click (requires a DeepL API account).
- Auto-completion is now supported in some areas of SmartProcess. On the one hand, an organizational unit, role or person can be searched for in the fields Process owner/manager or Document responsible. On the other hand, this works for workflow form fields in whose properties 'Person from user administration' has been selected as data source. This allows, for example, to select the reviewers and the approver in the approval workflow or the person responsible for an action via auto-completion.
- The functions of the HTML field were extended by tables, table of contents and background color for text. This can be used for processes, cases and the knowledge base, for example. The table function is not available in workflow forms.
- For knowledge bases as well as individual categories and entries within a knowledge base, reading and editing rights can be assigned based on organizational units of the organization chart.
- Categories in the knowledge base can now be accessed via a unique link. The entries in the folder are displayed in a list view in addition to the previous tree structure.
- Each entry in the knowledge base can now be accessed via a unique link.
- In the new element "Processes and Documents" for the start page, several lists for processes and documents can be displayed in different tabs. Every user can determine the displayed tabs and their order for himself.
- The new element "Infobox" is available for the configuration of the start page. Here you can insert text, images, videos and links formatted as you wish.
- During process modeling, it can be set in the options of the Process designer whether the checkered background is shown or hidden.
- The process owner or document responsible can now be selected in a list in addition to the organizational tree.
- The Org. units / roles in the Document users list can now be clicked to view the properties of the Org. unit / role.
- A mergefield for the language of a document was added. This allows the document language entered in SmartProcess to be displayed in the Word file attachment.
- For the sending of an e-mail from the case, a search for text modules was added.

- In the case window, a paper clip appears next to the case number in the Linked/Parent case area when the linked case contains file attachments.

- When reporting cases with crosstabs, the crosstab columns are now automatically displayed in alphanumeric order.
- In the settings you can set a default for the e-mail notifications that are sent to users. This default is effective for newly created users.
- The version description can now be added as a placeholder for the system e-mails "Process published" and "Document published" in the settings under internal text modules.
- In the settings under Login options and views, the time of inactivity before a user is automatically logged out of SmartProcess can now be set to a maximum of 510 minutes.
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Version 9.1.0.10 Release Notes
Version 9.1.0.8 Release Notes