• Welcome to Bizagi Modeler 3.8
  • Getting started
    • 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
  • Choosing the appropriate plan for you
    • Plan details, buying and billing
      • Canceling or Reactivating your plan
  • 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
          • SAML 2.0 Examples
            • Configure Azure AD using SAML 2.0
            • Configure Azure AD B2C using SAML 2.0
            • General configuration for 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
  • Bizagi Modeler Architecture
    • Ports and Protocols requirements - Dataflow
  • Security and compliance
    • Cloud environment security
    • Identity and access management
    • Physical security
    • Data encryption
      • Data encryption at rest
    • Monitoring and operations
      • Security incident response
    • 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
        • Opt out of Bizagi Website and delete your account
        • Ask for clarifications regarding treatment of personal data
  • Standards support
  • Multilanguage support
• Bizagi Modeler
  • Desktop Application
    • 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
          • Editing a process
            • Editing Cloud Models
              • Attachments in the Cloud diagrams
              • Offline Cloud Collaboration
              • Force Check-In
        • Video example: Creating a process
      • 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
        • 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
    • 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
  • 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
          • Publishing 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
• 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
  • Your opinion matters
  • Documentation in spanish
  • Download this user guide as PDF
  • Related products
  • Disclaimer