Tutorials

Explore our collection of tutorials and learn how to use iflows like an expert.

243 posts

Superproducts collapsed in the product table

08.10.2026superprodusedocumente vanzare

Menu — the new Resources group: Equipment, Vehicles and Employees in one place

08.10.2026resurseangajatiequipment

Discounts on documents — the line discount (Optimization)

08.10.2026discounts

Service — Standard Documents on the equipment page

08.10.2026servicedocumente tipizate

Quote expiry notification: advanced funnel

08.10.2026offersnotifications

Products — choosing the product type and the new product page

08.10.2026productsstocuri

Discounts on documents — the global discount by supplier, category or subcategory

08.10.2026discounts

Products — importing and exporting the product catalogue from an Excel file (Reconfiguration)

08.10.2026productsimportexport

Security — limiting data export by access level

08.10.2026permisiuniexportangajati

Marketing → Forms — public forms in another language

08.10.2026formsmarketinglanguage

Standard Documents — creating a template by importing a Word file (.docx)

08.10.2026document templatestemplatesword

Supplier orders — tags for organizing and filtering orders

08.10.2026labelsorderssuppliers

Communications — history of e-mails sent to the client on each document

08.10.2026comunicariemaildocuments

Supplier orders — requirements from client orders

08.10.2026orderssupplierspurchases

Vehicles — fleet management: vehicle file, expiry alerts and compliance panel

08.10.2026autovehiculeflotadocuments

Employees — tracking documents with an expiry date and generating standard documents

08.10.2026angajatidocumentsnotifications

How to control what operators see in the Workflow

19.09.2026workflowoperatorspermissions

Calendar

10.09.2026calendar

Standard Documents — configurable Products variable and new variables

10.09.2026document templatesdocumentsproducts

Standard Documents — validation ID under the signature

10.09.2026document templatessignaturedocuments

Appointment linked to a workflow stage

10.09.2026appointmentsworkflownews

Quotes — validity and carrying information over to a new version

10.09.2026offerssalesnews

Company notifications — configurable recipients

10.09.2026notificationssettingsnews

Notification preferences by category, for clients

10.09.2026notificationscustomersemail

Uploading folders in Administrative Documents

10.09.2026documentsfoldersupload
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