Learn how to export reports from bpm’online in PDF or DOCX format. This tutorial explains how to set up and generate reports using highly customizable MS Word templates.

Setup the workplaces displayed on the side panel in bpm’online CRM. This helps to organize the work for the employees from various divisions and departments. You can include in the list of the displayed sections only those sections that are used by the employee for the working process.

In this tutorial we describe possibilities of detail wizard in bpm’online. Use the detail wizard to add new and modify the existing section details.

Learn how to use the section wizard to create and modify sections in bpm'online. This tutorial explains how to create a new 'Ideas' section with two different types of records.

The system designer is the configuration hub of bpm’online.

To setup mobile application, use bpm’online mobile application wizard that is displayed in the system designer block. Each section of the mobile application can be customized in such a way as to display only the required information.

Learn how to use and set up lookups in bpm'online. Manage lookups content and configure system settings step by step. The tutorial contains case examples for better hands-on user experience.