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Senpiper
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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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Organization Branding
What is Organization Branding?
The
One Resource Platform
allows the user to have default organization-level settings.
1.
Default Language
2.
Default country code for phone numbers
3.
The Company name that is visible to the system users
4.
Logo to be shown to the system users
5.
Custom background color for the groups
Background color for timeline view in mobile app
6.
The default view for all the groups in the system
card & timeline view
Previous
Custom URLs
Next - General System Settings
Custom Settings
Last modified
10mo ago