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Duplicating, archiving, and deleting a process
Duplicating a process If you want to make a process very similar to another one, you can duplicate the process. The duplicated process will have the same configured fields, sections, tables,…
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Generating document templates
You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these templates.…
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Managing process members and permissions
Roles and permissions in a process workflow Kissflow Workflow supports the following roles to facilitate process sharing: Process Admin A Process Admin has the highest privilege in a process.…
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Customizing Emails and Notification Templates
In Kissflow, you can customize the templates of notification cards and emails sent to users for the different events triggered in your process. This feature can be accessed from Settings >…
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Process audit log
The Audit log section stores the history of all the activities related to your process. It allows the Process Admins to search and find the flow-level and item-level changes made by users in your…
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Process settings
When you create a process, you become the Flow Admin. Here's more about what a Flow Admin can do in a process. To configure or change settings for process,…
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Admin actions in a process
Process administration The Administration section of a process lets a Flow Admin access the items, modify their status, and make necessary changes. Navigate to the process page and click the More…