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Search our knowledge base for answers to common questions.

Getting started with Yeeflow

Here for the first time? See how Yeeflow can help; from IT, application builder and support, to the business team.

Workspaces, applications and components

Organizing the Yeeflow workspaces, creating, customizing and managing applications with powerful components.

Create and manage workspaces

Approval forms, workflows and form reports

Using Yeeflow form designer and workflow designer to set up and automate your internal business process.

Using form report to track approval form records

Content management with data list and document library

Create and manage different type of data, design the fields, forms, workflows and permissions

Document Library introduction

Calendar introduction

Form controls, fields and editors

Configure complex conditional logic for your forms with easy-to-use control/field properties.

Dynamic display, validation and events

Using Dashboard

Using Dashboard for data analytics and visualization. Create powerful dashboards by combining elements and a drag-and-drop page builder.

Overview of Dashboard

System Settings, configurations and administration

Configure and modify organization related information. Manage departments, users, groups, workflow settings and other extensions.

Self-service portals with Yeeflow

Build secure online self-service portals with Yeeflow

Configure service portal

Integrations and development

Learn about Yeeflow's integration capabilities with third-party systems, like Microsoft Teams, Power Automate, Zapier etc.

Tips, tricks and troubleshooting

Tips and tools for beginners and experts alike, find answers of issues.

Account & Billing

Manage your organization, subscription plans or billing.

Account Settings

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