All Categories

Workflows and Cases

Case processing

Structure of SmartProcess

Customize start page

Elements on the start page

Customize main menu

Full text search

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

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

Menu Cases

Creating a new case

The case window

Audit management

Action management

KPI management

Qualification management (Additional module)

Training management

Risk management

Menu Processes - Structure & Terms

Process group vs. Process: Definition and usage

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

List: Details

User-defined fields

List: Actions

List: Documents

Lists: Terms and abbreviations / Requirements

Lists: Indicator (KPI), Risks, Opportunities

List: Process participants

Process description

State and version

Publication of processes / documents

Validity

Read and edit access

Read confirmation

Knowledge questions for read confirmation

More actions (Process)

Feedback & Comments

Export and import processes

BPMN import and export

Export and import translations

Share processes and processgroups

Simulation of processing times and process costs

Documents - menu structure

Create documents

Document details

Edit files directly in Office

Properties and Placeholders in Word files

Documents - State, version, publication and validity

Scope and structure of the organization chart

Editing the Organization chart

Reporting menu

Reporting for processes and documents

Reporting for cases

Saved reports

Share reports

Excel Report Designer (Additional module)

Manage catalog data

Special catalogs: Roles

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

Configuring Catalogs

Contacts - Contact type field

Import of data

Contact import

User import

Organizational unit import

Case import

Meta data import for documents

Text modules - Case e-mails

Text modules - System e-mails

Signatures

E-mail settings

Language

Automatic translation

Date and time

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: Business Process Management

Video tutorial for process participants

Video tutorial for working with workflow cases

Video tutorial on audit management

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

Introduction SmartProcess API

Direct API connection

Connection via Zapier

Mobile Web App

HTML field

Contacts

File attachments in SmartProcess

Manage Wikis

Use QR codes with SmartProcess

Support

User forum for SmartProcess

Case processing

Menu Cases

Creating a new case

The case window