SoftPoint | Software for your business
SoftPoint is the company behind Flowis, the best software for automating your business processes. Learn more now...
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SoftPoint is the company behind Flowis, the best software for automating your business processes. Learn more now...
Each Transaction Type must be classified under a certain Transaction Type Group. You can create and use just one Transaction Type Group and use it for all Transaction Types or you can create several of them and use them for better classification of your T
In some processes, it may be useful to create relations between Transactions when one Transaction has to be superior to the others. Flowis allows you to create such a structure we call the main Transaction the “Master Transaction” and her subordinates a
Workflow Design is a place where you can see the whole process with its Statuses, Workflows, Interface Configurations, and Data Entry Configurations on one canvas (we will call these four objects “elements” in our article). You can access it through the “
Flowis offers a unique way of setting up permissions for as many different groups of employees as needed. Its complexity allows you to truly set up Flowis and the information in it with precision, making sure everybody can see, access, edit, and delete on
Now that you know what a Data type is and why it is important to choose the right one, you can explore more of the available Data types in Flowis and what kind of possibilities they offer you. Date-related Data types Date Data type contains only dat
Each User has access to his own profile and can set up certain details about how the Flowis behaves when he uses his account. You can access your profile after clicking on your picture in the top right corner of the screen and then selecting “My profile”.
The system settings for managing data regarding Users and their accounts are complex; one setting may not fit every employee. In User Policies, you can set up specifications about logging-in options, sessions, password expiration, and much more. Then you
Seeing a long list of Transactions may be a little hard sometimes in terms of not knowing which Transactions need to be taken care of, which are already resolved, which are closed, etc. Setting up Transaction Colors enables you to color code the Transacti
As businesses strive to stay ahead in todays fast-paced and competitive marketplace, finding efficient ways to streamline processes is essential. SoftPoint is thrilled to introduce its newest product, SFERA Supplier Financial Evaluation Risk Analytic.
Once you set up your Custom Tabs, you may notice that the columns you see do not always show the information you need or are in a different order than wished. You can always customize the view with the “Customize” button on the right side of the scree