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FAQ & Account Mgmt
General configuration, exporting your data, common questions.
How can I delete or finalize a process instance?
Bear in mind that only users that have the Administrator role will be able to delete a process instance. To delete it you should go to Metrics and Reports > Real-Time > select the process > select the task, and there you'll see the list of all the documents belonging to that task. On the right you'll see several buttons: !(https://storage.crisp.chat/users/helpdesk/website/5a899047-9b38-48ab-9475-31c8c63a3183/6814c3af-c679-43b3-9f1e-91d3da709
Email address to receive replies to automatic notifications
In Flokzu it is likely that you'll send automatic notifications with a high frequency: notifications of tasks assignation notifications of tasks to be completed via email notifications of invitations to interact in a task notifications of comments made notifications defined throgh a Send Task in the workflow (e.g. Notification to a client of lack of stock, Notification of Rejection in an approval task).
What happens when I delete a process?
To delete a process you must navigate to the My processes section and you will see several buttons to the right. Click on the dust bin icon to delete a certain process. Who can delete a process? Only users with the Administrator role can delete a process.
Set up a custom SMTP email server
Flokzu uses market leading email servers to send email and notifications from the tool (task assignation notification, comments, due dates, send tasks). However, sometimes it is necessary to have a greater control over sent emails or, even better, that emails be sent from an address with the organization's own domain. In order to do this, the SMTP module allows you to define a server for sent email that Flokzu will use to send all kinds of emails, instead of its default servers. To set up th
Enable/Disable integration with Google Drive
In Flokzu you have the possibility to upload attachments from Google Drive fast and intuitively. What happens if I enable this feature? Once this feature is enabled, you'll be able to upload files using this integration either from
GSuite set up to integrate with Flokzu
GSuite set up to integrate with Flokzu If you want to integrate GSuite products with Flokzu, such as Google Drive for attaching documents, it is important that the GSuite account administrator defines Flokzu as a trusted application so that users can operate without any inconvenience. To do this, in the GSuite administration consol