Learn how to access created Data Exports, where to find them and how to schedule them in Flowis.
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Learn how to create customized Data Exports with specific columns, pivot tables, instant access, or scheduled email deliveries in Flowis.
Learn how to set up permissions that will allow you to duplicate already existing Transactions.
Learn how to set up multiple approval levels to guarantee each transaction is routed to the correct responsible employees.
Learn how to set up colors to differentiate between Transactions when seeing them in a list.
Learn how to manage processes in Flowis in a visually attractive and easy way using the Workflow Design.
Learn how to create relations between transactions and which options Flowis offers regarding them.
Learn how you can reach your profile and what can you set up there.
Learn how to set up custom policies for Groups of Users regarding their logging-in options, sessions, password and account expiration,…
As businesses strive to stay ahead in today's fast-paced and competitive marketplace, finding efficient ways to streamline processes is essential.…
Data Exports – Navigating Reports and Scheduled Exports
Learn how to access created Data Exports, where to find them and
Data Exports Configuration – How to Create Customized Data Exports
Learn how to create customized Data Exports with specific columns, pivot tables,
Duplicate Permissions – How To Copy Already Existing Transactions
Learn how to set up permissions that will allow you to duplicate
Approval Groups – Set Up Multi-Level Transaction Approval
Learn how to set up multiple approval levels to guarantee each transaction
Transaction Colors – Enhance Clarity in the Transaction List
Learn how to set up colors to differentiate between Transactions when seeing
Workflow Design – A Comprehensive Guide to Efficient Process Visualization and Management
Learn how to manage processes in Flowis in a visually attractive and
Children Transactions – Make Transactions Related to Each Other
Learn how to create relations between transactions and which options Flowis offers
My Profile – Setting Up Account Details with Precision
Learn how you can reach your profile and what can you set
User Policies – Defining Account Specifications
Learn how to set up custom policies for Groups of Users regarding
Managing Financial Risks: Protect Your Business with SFERA
As businesses strive to stay ahead in today’s fast-paced and competitive marketplace,