User Guide

Portal User Guide

• Axon Ivy Portal
• Forgot Password
• 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
  • Admin Settings
  • My profile
  • Absences
  • Change Password
  • Info
  • Logout
  • Global Search
• Full Process List
  • Process mode
  • HowTo: Edit process icon in Grid 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: 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
• 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: 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
• Full Statistics Page
  • HowTo: Create chart
  • Task analysis
• My Profile
  • General settings
  • Language settings
  • Email settings
• Admin Settings
  • HowTo: Add third party application
  • HowTo: Update Portal settings
  • HowTo: Show/Hide announcement
• Axon Ivy Express
  • HowTo: Create an Express Workflow
  • Define an information email
  • Express Business Summary
  • Axon Express Management
  • AdHoc 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)