Knowledge Base

Library

• Announcement Messages for Library Users
• BusinessOptix Quick Start Guide
• What's New with BusinessOptix version 7.0!
• Library Governance Recommendations
• Check In/Out from the Browse view
• How to create a new stencil

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Author

• How to Create a Kanban Board
• Copying a model or diagram in Author
• Adding Anchors to Text
• Creating a Process model using BusinessOptix Author
• Multilingual Model Content
• Adding a home navigation button

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Forms

• How to create a Form Model

Master Data

• Master Data and You: Questions answered
• How to add Master Data to your model

Import/Export

• Create a Process Model from CSV
• Importing and Exporting models in BusinessOptix
• Importing Forms from Excel

Manage

• The Administrator's Guide to Managing a BusinessOptix Library
• Limiting folder creation to Admins
• Managing Groups in Library
• Managing Access Controls in Library
• Managing User List in Library
• Managing your library

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Outputs (Viewers and Participants)

• How to tag users in a comment
• Role Based Views for Viewers
• Viewing Variant Processes

Reports

• Dashboards and Data Sources
• How to set up a standard report model
• How to create a Forms Report Model
• BusinessOptix Default Reports

Workflow

• Sending a model through a Workflow
• How to create a Workflow Model