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Product Tip: How to generate a PDF from a document template in Kissflow and email it automatically
This video demonstrates how to generate a PDF from a document template and email it automatically as a part of the process workflow. In this video, you will learn the following:…
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Upcoming changes: A revamped PDF template editor
We're excited to give you a sneak peek into some significant enhancements we've been working on for our PDF template editor, a vital part of our Integrations that allows you to generate PDF copies of…
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Product Tip: How to delegate tasks as a super admin in Kissflow
Here's a quick video explaining how you can delegate a particular user's tasks to one or more users in Kissflow. Within Account administration, the Task delegation feature enables Super Admins to…
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Introducing Search Functionality on the Process Administration Page
We are thrilled to share that the search functionality on the Process Administration Page has been upgraded to provide an even better user experience. Now, when you access the search bar,…
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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 the process settings, click the Manage button > Settings.…
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Product Tip: How to reassign an in-progress item in Kissflow
You can reassign items to another approver if you are a Process admin or workflow step approver. Let's consider a Travel reimbursement process with two approval steps:…
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Duplicating, archiving, and deleting a process
Duplicating a process Process admins can create another process very similar to one, by duplicating it. The duplicated process will have the same configured fields, sections, tables, workflow,…
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Deleting process items
By default, all process items are saved forever as soon as they are created as a draft. If you want to delete requests, here are a few ways to do it. Deleting items as a user Users can delete their…
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Member actions in a process
Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned to me Created by me The Created by me tab shows all the items that you’ve been active on.…
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Product Tip: How to use system fields like _created_at and _modified_by to record timestamps and user actions in Kissflow
In this video, you’ll learn how to use system fields to record timestamps and user actions. System fields in Kissflow capture data about every item that goes through a flow.…
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Product Tip: How to withdraw a submitted item in Kissflow
Let’s say you submitted an item in a process but you decided not to move forward with it. In such situations, you can use the withdraw action to discard the item.…
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Product Tip: How to remove skipped workflow steps while printing a completed process item in Kissflow
When you print a process form in Kissflow, you can also print the list of workflow steps in the form, including the steps the item skipped. Certain approval steps may be skipped in a workflow based…
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Product Tip: How to tag users in comments in Kissflow process forms
In a process, once an item is submitted, users can add comments in the comments tab. You can attach files, add comments and tag initiators and the respective approvers of that particular step.…
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Product Tip: How to customize process email templates in Kissflow
Here's a quick video explaining how you can customize email and notification templates in Kissflow. Watch this and learn how to implement this in your Kissflow processes. https://www.loom.…
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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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Public forms
Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting, you let the users outside your organization submit their input to…
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Product Tip: How to automate asset requests with Kissflow Integrations.
Do you use Kissflow to manage asset requests in your organization? If yes, watch this video to learn how to use simple integrations to streamline processes and improve team communication.…
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Product Tip: How to customize the form print preferences
Let’s see how you can customize the print preferences of your form. To open the print preferences, click the Printer icon in the top right corner of your form.…
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Product Tip: How to automate parking space reservations with Kissflow process
Let's say your office has limited parking space and the employees must reserve them in advance. Instead of manually tracking and approving these requests,…
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Enhanced Print Form With a New Look
The print form gets a face-lift. The new design is more compact, requires fewer pages, and is easier to consume. In the new layout, you will no longer have to worry about fields getting split across…
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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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Introducing Email Customization 🎉
The much-awaited Email customization feature is now live in Kissfow, giving more control and personalization to your process notifications. The email customization feature lets process admins…
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Product Tip: How to use the pick item feature in a workflow step in Kissflow
Watch this quick video to understand when and how to use the pick item feature in your workflow steps. https://www.loom.com/share/3cc8177f7c2e4ce99030cbf02cf69676 What are some other reasons why you…
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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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Making a process workflow
Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation and also allows for alternate conditions…