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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
Form Table View
Kanban View
Group chats
Pending task (assigned to you)
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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Group Details on web
Once a user clicks on an existing group in the web portal, they can see the following views
Form tables
Group chats
Kanban View
Media folders
Group settings
List of pending tasks
Scheduler
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User Removal Alerts and Task Delegation
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Form Table View
Last modified
11mo ago