Guide for System Administrators

About SmartFlow (default settings)

• Two-step verification (one-time password) login
• Configuring initial settings for Workflow

Affiliation / Position Setting

• Register your position.
• Register your affiliation
• Register your department (CSV upload)
• Set up concurrent duties such as position and department.

User Settings

• Add a user
• Register a user (CSV upload)
• Register without an email address
• Deleting users/notes
• Add an account
• Set up a proxy approver.

See all 7 articles

Form Settings

• How to set up tables and formulas
• Create an application form
• Setting up form classification
• Set permissions
• Share Applications

Approval path configuration

• Separate approvers by pull-down selection.
• "and" approvals and "or" approvals
• About the Skip function
• Setting up a conditional branch
• Configure the WorkFlow (in the administration screen).
• Specify the next approver.