Creating your first app. Basic business process settings. Overview of tools for monitoring and reporting.
Modeling business processes in the low-code designer. Sequence diagrams and BPMN processes. Debugging tools. Process monitoring.
Deal management, sales pipelines, reports, deal dynamics, and revenue forecast. Customer and contact databases. Sales activities. Granular access permissions.
Electronic Document Management
Document Type Apps. Categorization and registration. Ready-made document routes. Document template. Digital signature. Access settings.
Creating and configuring apps. App items. Access settings, app views, and statuses. Data export and import. System objects.
Modeling processes, adding context variables, creating form templates, debugging.
Interface designer. Widgets and pages. Context types. Scripts.
Basic settings and advanced mode. Calculated fields, dynamic forms, and templates.
Creating and reassigning tasks, task deadlines, task tracking, task search.
Activity stream, chats, and channels. Mentions, notifications, and sharing files.
Personal calendar. Workspace calendar, events, and event statuses.
User profile settings. Company, My department, schedule compliance. Mobile and desktop apps.
Creating and configuring custom modules. Widgets, API, and business processes in custom modules. Custom modules export. Standard modules.
Introduction to Web API. Methods description. Scripts written on TypeScript.
Object interfaces available via user scripts. Common data types.
Installing, updating, and activating ELMA365. Configuring SMTP and base URL. Logging.
ELMA365 Standard and ELMA365 Enterprise system requirements. End-user requirements.