• Disclaimer
  • Bizagi Cloud Platform
    • Bizagi Cloud Platform Architecture
    • Bizagi Cloud Platform Infrastructure
    • Bizagi Cloud Platform Security
  • Bizagi Modeler 3.9 Service Overview
    • Choosing the appropriate plan for you
      • Plan details, buying and billing
        • Canceling or Reactivating your plan
    • Bizagi Modeler Architecture
      • Ports and Protocols requirements - Dataflow
      • Available Data Centers
    • Security and compliance
      • Security Controls
      • Identity and access management
      • Network security
      • Physical security
      • Reliability
      • Data encryption
        • Data encryption at rest
      • Monitoring and operations
        • Security incident response
      • Regulatory compliance
        • Data privacy
          • Privacy introduction
          • Concepts of GDPR
          • Managing your account personal data
            • Update your personal data
            • Obtain a copy of all personal data
            • Subscribe, unsubscribe and manage preferences for newsletters
            • Deactivate your account
            • Delete your account and opt out of Bizagi Website
    • Standards support
    • New in Bizagi Modeler?
  • Getting Started to Bizagi Modeler
    • Bizagi Modeler user roles and portals
    • Subscription and models structure
    • Installing Bizagi Modeler
    • Cloud portals first steps
      • Customer portal first steps
      • Process Library first steps
    • FAQs
  • Bizagi Modeler
    • My first model, step by step guide
    • Desktop Application
      • Bizagi Modeler installation
        • Bizagi Modeler cloud Services requirements
        • Bizagi Modeler desktop application system requirements
        • Downloading Bizagi Modeler desktop application
          • Verifying the installer
        • Installing Bizagi Modeler
          • Default installation
          • Silent installation
          • Remote access to Bizagi Modeler
        • Uninstall Bizagi Modeler
          • Default uninstall
          • Silent uninstall
        • Multilanguage support
      • User Interface explained
        • Palette
          • Activities
          • Events
          • Gateways
          • Data
          • Artifacts
          • Swimlanes
          • Connectors
        • The Pie Menu
        • Ribbon
          • Maximizing the workspace
          • Proxy settings
        • Toolbar
        • Element properties
        • View options
          • Presentation mode and Presentation actions
      • Modeling a process
        • Creating a process
          • Saving Models
          • Creating a copy of a process
          • Video example: Creating a process
        • Editing a process
          • Editing Cloud Models
            • Attachments in the Cloud diagrams
            • Offline Cloud Collaboration
            • Force Check-In
        • Validating process errors
        • Deleting a Cloud Model
        • Sub-processes
          • Transforming to embedded sub-process
          • Transforming to reusable sub-process
          • Sub-process types
          • Referencing an existing process to a reusable sub-process
        • Improving look and feel
        • Colors, sizes and fonts
        • Printing large diagrams
        • Printing preferences
        • Advanced topics
          • Interaction between processes
            • Example: Interaction between processes
            • Message Flow connection rules
            • Alignment features between processes
          • Long lasting transactions - transactional processes
          • On-premise Collaboration
            • Collaborative process modeling
            • Example of collaboration
            • Collaboration levels
            • Offline collaboration
            • Conflicts resolution
            • Using Categories
        • Folders: organizing your model
          • Model organization example
      • Documenting a process
        • Documenting each element
          • Additional properties
          • Using Rich Text format
          • Spelling review
        • Defining Gateway conditions
        • Defining Resources
        • Date Format
        • Extending your documentation
          • Extended Attributes type
          • Example: Add a Table Extended attribute
          • Example: Add single/multiple selection attributes
          • Managing Extended Attributes
            • Extended attributes in Modeler Services - Enterprise plan
          • Sharing Extended Attributes between elements
          • Exporting and Importing Attributes between Models
        • Video example: Documenting your process
        • Using Artifacts
      • Generating documentation
        • Basic documentation publishing and export
          • Publish to Word
            • Document Template
              • Use Aspose Template
          • Publish to PDF
          • Publish to Excel
          • Publish to Wiki
          • Exporting diagrams as image
        • Premium documentation publishing
          • Custom documentation logo
          • Publish to Web - available with Bizagi Modeler paid plans
            • Publish from the command prompt
            • Customize styles in Web
          • Publish to SharePoint - available with Bizagi Modeler paid plans
          • Documentation Portal example
            • Creating a Documentation Portal (step by step)
      • Simulation
        • What is simulation
        • Simulation in Bizagi
          • Simulation video and examples
          • Simulation levels
            • Level 1 - Process validation
            • Level 2 - Throughput time analysis
            • Level 3 - Resource analysis
            • Level 4 - Calendar analysis
          • Configure Simulation
          • Scenarios
        • What If analysis
          • What if analysis example
      • Process Mining
        • How to discover processes using process mining
      • Exchanging processes
        • Exchanging a process with other Bizagi model
        • Exchanging with Visio
          • Import a diagram from Visio
          • Exporting to Visio
        • Exchanging with XPDL
          • Import a diagram from Blueworks
          • Import a diagram from XPDL
          • Exporting to XPDL
        • Exchanging with BPMN format
          • Import a diagram from BPMN
          • Exporting to BPMN
    • Accessing Portals and Applications
      • Enterprise accounts
        • Signing up for Enterprise plans
        • Signing in to Enterprise plans
          • How to manage the security policies
          • How to manage Identity Providers
            • Multiple authenticators for cloud-based portals
            • SAML 2.0 Examples
              • Certificates for SAML 2.0 authentication
              • Configure a SAML 2.0 Idp in the Customer Portal
              • Configure Azure AD using SAML 2.0
              • Configure Azure AD B2C using SAML 2.0
              • Configure ADFS using SAML 2.0
              • Configure Okta using SAML 2.0
              • Troubleshooting SAML messages
              • SAML error codes
              • Issuing self-signed certificates
            • Open ID Examples
              • Configure Okta using Open ID
            • WS-Federation Examples
              • Configure ADFS using WS-Federation
              • Configure Azure AD using WS-Federation
      • Personal, Professional and Workgroup accounts
        • Signing up for other plans
        • Signing in to other plans
      • Signing in troubleshooting
    • Model Collaboration
      • Comments on models
        • Collaboration example
        • Collaboration levels
      • Activity Stream
    • Bizagi Modeler plans
      • Enterprise plan
        • Corporate Process Repository - Enterprise
          • Navigate Process Library Menu
          • Process compliance - My Process
            • Web and usage analytics report
          • Process Models - Enterprise
            • Toolbar - Enterprise
            • Diagram view - Enterprise
            • Value chain model - Enterprise
              • Value chain themes and examples - Enterprise
              • Linking a process in the value chain - Enterprise
            • Revision History - Enterprise
            • Advanced Search - Enterprise
            • Publish a diagram revision
        • How to manage users  - enterprise plan
          • Accessing for the first time
          • Modeler users and roles
          • User management - Enterprise
            • Manage company users
            • Manage subscription users
            • Share models - Enterprise
            • Manage users by role
            • Manage users by role groups
            • Job title management
          • Subscription notifications
        • Subscription settings
          • Subscription Resources
          • Subscription Extended Attributes
      • Workgroup plan
        • Corporate Process Repository - Workgroup
          • Process Models - Workgroup
            • Toolbar - Workgroup
            • Diagram view - Workgroup
            • Value chain model - Workgroup
              • Value chain themes and examples - Workgroup
              • Linking a process in the value chain - Workgroup
            • Revision History - Workgroup
            • Advanced Search - Workgroup
        • Workgroup Trial
        • Subscription settings
          • Subscription Resources
          • Subscription Extended Attributes
        • How to manage users - Workgroup plan
          • Share models - Workgroup
          • Changing the amount of licenses
      • Professional plan
        • Corporate Process Repository - Professional
          • Process Models - Professional
            • Toolbar - Professional
            • Diagram view - Professional
      • Personal plan
        • Corporate Process Repository - Personal
          • Process Models - Personal
            • Toolbar - Personal
            • Diagram view - Personal
    • Customer support
      • How to use the Support site
        • Create and manage support accounts
      • Service Level Agreement
  • Process Execution
    • Guidance for automation
    • Video: Bizagi BPM Quicktour
  • FAQs
    • General FAQs
    • Diagramming and documenting FAQs
    • Sharing documentation FAQs
    • Troubleshooting FAQs
    • Best practices in modeling
    • Best practices for defining hierarchical structure
  • Useful resources
    • Online resources
      • Video tutorials
      • Process Xchange
    • Bizagi Modeler Glossary
    • Your opinion matters
    • Documentation in spanish
    • Download this user guide as PDF
    • Related products