Admin Guide
Detailed instructions for building workflows, forms, reports and all other back-end aspects.
Getting Started
Processes
- Task Overview
- Create a New Process
- Process Library Overview
- Process Importing
- Process Menu: Process Flow
- Process Menu: Task List View
Forms
- Forms Overview
- Create a New Form
- Create Form Questions
- Edit Form Questions
- Contact Search Question
- Form Preview and Editor
Reports and KPIs
- Reports Overview
- Planning Reports
- Creating Reports
- Report Filters
- Report Limits
- Report Chart Options
Users, Groups & Categories
- Replace Users
- Creating a Guest Account
- Add Users
- View/Edit/Search Users
- User Self-Registration
- Groups
Dashboards
System Settings
- Overview
- Permissions/Roles
- Password Settings
- System Configuration
- System Messages
- Databases and Sources
OnPremise Installation
- OnPremise System Requirements
- How to configure Integrify for NewRelic
- Configuring Integrify for Oracle
- Defining temp, attachment, report, and license locations
- Updating my Integrify installation
- Update your database schema with the OnPremise Manager
Development Resources
- Integrify AWS Private Cloud Infrastructure
- JavaScript Help
- Overview for Developers
- Integrify Architecture
- API Information
- Integrify Security Overview