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Senpiper
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Introduction to Senpiper One Resource
Getting started
Overview
Log in to the platform
Web workspace
Mobile Applications
White-labeled Apps and custom domains
Groups/Applications
Groups Overview
How to create groups?
Open vs Closed groups
Managing group members
Group Details on web
Group Details on Mobile Apps
Media folders
Overview
How to access the Media Folders?
How to create media folders?
How to upload media files in folders?
How to delete media folders and files?
Scheduler
Overview
HOW TO CREATE APPLICATIONS
Overview
Tools to create an application
USER MANAGEMENT
Introduction
Managing users
Managing custom roles
Roles and Users for the Reimbursement Use Case
FORM BUILDER
Introduction
How to create forms?
Advanced concepts
Editing forms
Deleting forms
More form options
WORKFLOW BUILDER
Introduction
Defining workflows
Editing workflows
Deleting workflows
Designing the reimbursement workflow (Path 1)
Designing the reimbursement workflow (Path 2)
ALARM BUILDER
Introduction
Alerts for form submission
Alarms for Custom Data Exports
General System Settings
Introduction
Authentication settings
Organization Branding
Custom Settings
Enable Sign-Up
DIGITIZE A SAMPLE PROCESS
Overview of the process
Step 1: Register a company
Step 2: Create a group/Application
Step 3 : Design forms
Step 3: Create Process flow
Step 4 : Set up the communication
Testing the platform
Process migration
Introduction
Different types
Steps for migrating any process
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Introduction
What are System Settings?
The
One Resource Platform
allows the user to configure the actions, and appearance and dictates a set of default settings and configurations for the user.
Who can access System Settings?
Only
System Admins
of the platform can access system settings.
What do system settings do?
One Resource's system settings
let you:
Create personalized
Authentication Preferences
specific to your users without any coding knowledge
Stick to your
Organization's Brand
and
customize the platform
the way it suits your brand
Set
Default Setting
for your business to
save process creation time
Easily
Create Custom Sign-up
forms for your users.
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Clone a Alarm
Next - General System Settings
Authentication settings
Last modified
11mo ago