10. Available Video Walkthroughs
The following video walkthroughs provide visual guidance for core platform functionalities and configuration steps:
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How to Profile & Administration
Covers managing personal accounts and Admin settings (Users, Roles, Security).
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Navigating vendor records, filters, and detailed views.
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Managing the software catalog, viewing product details, and tracking statuses.
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Step-by-step guidance on initiating a workflow.
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Instructions for managing tasks in the Approvals queue.
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Overview of creating and managing schemas in the Editor.
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How to Create and Editing Schema Questions (Q-Cards)
Details on customizing forms and applying conditional logic.
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How to Configure Approver Settings
Building the approval workflow sequence (Assign Only If, Target Time, etc.).
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How to Request Inventory Items from your ERP and PO generation
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How to create workflows - Renewal Reminders
Setting up proactive reminders and automated requests based on date attributes.