User Guide

Portal User Guide

• Axon.ivy Portal
• Dashboard
  • Process Favorites
  • HowTo: Add a process as a user favorite
  • HowTo: Delete a process as a user favorite
  • HowTo: Reorder user favorites
  • Personal Tasks
  • Statistics
• Portal Header
  • User Settings in the Axon.ivy Portal
  • My profile
  • Absences
  • Change Password
  • Info
  • Logout
  • Global Search
• Full Process List
  • HowTo: Add an external link
• Full Task List
  • HowTo: Use existing filter
  • HowTo: Create new filter
  • 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
• Full Cases List
  • HowTo: Use existing filter
  • HowTo: Create new filter
  • HowTo: Show all related Tasks
  • HowTo: Attach a document to the case
  • HowTo: Remove an attachment from the case
  • HowTo: Add a note to a case
  • HowTo: Export a case history
• Full Statistics page
  • HowTo: Create chart
• Axon.ivy Express
  • HowTo: Create an Express Workflow
  • Define an information email
  • Express Business Summary
  • Axon Express Management
  • AdHoc process
• Demo processes
  • Leave request
  • Lending (Case Map)