User Guide

Portal User Guide

• Axon Ivy Portal
• Forgot Password
• Dashboard
  • Introduction
  • Add a new widget
• Dashboard Configuration
  • Private dashboards configuration
  • Public dashboards configuration
• Legacy Dashboard
  • Process Favorites
  • HowTo: Add a Process as a User Favorite
  • HowTo: Delete a Process from User Favorites
  • HowTo: Reorder User Favorites
  • Personal Tasks
  • Statistics
• Portal Header
  • User Settings in the Axon Ivy Portal
  • Admin Settings
  • My profile
  • Dashboard Configuration
  • Absences
  • Change Password
  • Info
  • Logout
  • Global Search
• Full Process List
  • Process Display Mode
  • Values of Portal Setting Portal.Processes.DefaultImage
  • HowTo: Edit process icon in Image mode
  • HowTo: Add an external link
• Process Information
  • Basic information
  • Process steps
• Full Task List
  • HowTo: Use existing filter
  • HowTo: Create new filter
  • HowTo: Move and Resize Widgets in Task Details
  • HowTo: Preview a document of a case
  • HowTo: Attach a document to the case
  • HowTo: Remove an attachment from the case
  • HowTo: Add a note to a task
  • HowTo: Export a task history
  • HowTo: Show Workflow Events
  • HowTo: Export Task List
  • HowTo: Share Task Details
• Full Case List
  • HowTo: Use Existing Filter
  • HowTo: Create New Filter
  • HowTo: Move and Resize Widgets in Case Details
  • HowTo: Attach a Document to the Case
  • HowTo: Preview a document of a case
  • HowTo: Remove an Attachment from the Case
  • HowTo: Add a Note to a Case
  • HowTo: Export a Case History
  • HowTo: Export Case List
  • HowTo: Manipulate Related Tasks Inside Case Details
  • HowTo: Manipulate Related Cases Inside Case Details
  • HowTo: Show Process Viewer
  • HowTo: Share Case Details
• Full Statistics Page
  • HowTo: Create chart
  • Task analysis
• My Profile
  • General settings
  • Language settings
  • Email settings
• Admin Settings
  • HowTo: Add a Third Party Application
  • HowTo: Update Portal Settings
  • HowTo: Show/Hide the Announcement
  • HowTo: Manage Roles
  • HowTo: Enable/Disable Password Validation
• Axon Ivy Express
  • HowTo: Create an Express Workflow
  • Define an Information Email
  • Express Business Summary
  • Axon Express Management
  • Ad Hoc Process
• Portal Chat
  • HowTo: Activate chat
  • HowTo: Create a process chat related to a case
  • HowTo: Read/Send chat message
• Demo Processes
  • Leave Request
  • Lending (Case Map)
• Accessibility
  • Why is Accessibility Important?
  • Accessibility Approach in the Axon Ivy Portal
  • Accessibility Dashboard Templates