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
- Settings
- Configure application
- AI Function SmartAI (Additional module)
AI Function SmartAI (Additional module)
AI settings. An overview of your credits for the AI function is displayed in this menu. Credits are the credit balance for using the AI function. Depending on the complexity of your request, differen…
AI settings
An overview of your credits for the AI function is displayed in this menu. Credits are the credit balance for using the AI function. Depending on the complexity of your request, different amounts of credits can be used. This depends, among other things, on the amount of data that is input or output.

Credit limit per month | Shows you the monthly quota of credits that you have purchased from us. You can purchase new credits chargeable from us at any time via an email to support@cwa.de. |
Credits used in this month | Shows you how many credits have already been used in the current month. The display is reset at the beginning of each month. |
Credits available for this month | Zeigt Ihnen an, wie viele Credits Ihnen in diesem Monat noch zur Verfügung stehen. Die Anzeige wird am Anfang eines jeden Monats zurückgesetzt. If the credits for the current month have been used up, the system will display a message. ![]() In this case, you can either wait for the start of the next month or you can purchase additional credits. |
AI assistant active | You can use this checkbox to activate and deactivate the specified function. |
AI asisstants
Smart ai Chatbot

The chatbot works according to the principle of Retrieval-Augmented Generation (RAG): it searches for relevant text passages in the stored and published documents, processes, knowledge base entries and the SmartProcess online help and builds its answer exclusively from the content it finds. The answers are not created from free knowledge, but always directly from the texts stored in the system. This works particularly well if the content is available as continuous text (prose); pure tables, lists or bullet points can only be processed to a limited extent. This means that every answer corresponds to a combination or summary of existing passages - no new content or own interpretations are generated.
Smart ai supports you with the following tasks:
- Answer specific content-related questions on e.g. standards, guidelines and processes, based on documents, processes and knowledge base entries.
- Reproduce or summarise relevant text passages.
- Answer questions about the operation of SmartProcess, based on the help.
- Indicate the sources used to answer the question.
- Combine several references from different documents and embed them in an answer text.
- Shorten longer passages and prepare them in a comprehensible form.
- Create text variants (e.g. short summary or more detailed presentation).
- Organise content in a logical order to improve readability.
- Consider content from different formats (e.g. PDF, Word).
- Give hints if no suitable content was found for a question.The answers are based on the content that the chatbot can access. The user's individual authorisations play an important role here. This means that the chatbot can only access content to which the user has access rights based on their authorisations.
Information on the use of AI features and information on data protection
Important notes on the use of AI-supported functions
The AI-based functions in SmartProcess can significantly facilitate the search for business process and document content. At the same time, it is crucial to be aware of the following limitations and potential risks:
- Quality and reliability of content
The AI creates content based on training data and algorithmic processing. This may result in inaccuracies, misunderstandings or factual errors. A thorough review of the data by the user is required.
- Linguistic deviations
Although the AI endeavours to provide content in the desired language, it can occasionally happen that texts appear in a different language - especially if relevant information is mainly available in this language. In such cases, manual translation may be necessary.
- Legal and cultural framework conditions
The special features of national laws, regulatory requirements or cultural customs may not be sufficiently taken into account. It is the responsibility of the user to check and adapt the content accordingly.
- Technical faults or failures
Despite a stable system architecture, it cannot be ruled out that erroneous output or functional interruptions may occur in individual cases. Such problems can affect the completeness or accuracy of the results or result in no content being generated.
- Copyright and similarity with existing works
It may happen that AI-generated texts unintentionally resemble existing content. In order to avoid possible copyright infringements, this content should be carefully analysed and, if necessary, revised before further use.
- Use in particularly sensitive areas
For critical or highly regulated fields of application, AI-generated content should only be used as a starting point. A final assessment by suitably qualified experts is absolutely essential.
- Lack of contextual depth
As AI is not always able to correctly interpret specific contexts or industry-specific knowledge, generated suggestions may be inappropriate or too general.
The automated information search functions are a useful tool. However, the responsibility for the final quality, correctness and compliance with legal standards lies solely with the user. It is also possible that some of the results are missing, incomplete or not delivered in the expected language.
Please note that CWA assumes no liability for the accuracy, legal admissibility or completeness of the content generated by the AI.
How did we do?
Word report designer for printouts (Additional module)
Audit Trail
