# RAPTIX User Guide > The official user guide for RAPTIX — an AI-powered business process management platform covering workflows, documents, AI agents, knowledge bases, applications, and administration. Every page below is available as rendered HTML and as clean Markdown at the same path with a `.md` suffix. This build publishes **Getting Started** (17 guides), **Workflows** (36 guides), **Documents** (17 guides), **AI Agents** (32 guides), **Knowledge** (29 guides), **Applications** (34 guides), **Communication** (3 guides), **Administration & Security** (5 guides), **Billing** (3 guides), the Glossary, and the Capabilities catalog in full. ## Getting Started - [Create a New RAPTIX Workspace](https://raptix.app/user-guide/00-getting-started/00-20-create-workspace-signup/): How to create an account and workspace, choose its address, verify your email, resend the verification code, correct the email address, and resolve… - [How to Log In with Your Username and Password](https://raptix.app/user-guide/00-getting-started/00-1-login-username-password/): How to reach the login page, enter your credentials, and land on the Home screen ready to work. - [How to Log In with Your Microsoft Account (SSO)](https://raptix.app/user-guide/00-getting-started/00-2-login-microsoft-sso/): How to sign in to RAPTIX using your organization's Microsoft account, with no separate password required. - [What to Do If You Forget Your Password](https://raptix.app/user-guide/00-getting-started/00-3-forgot-password/): How to request a password reset link so you can regain access to your account without contacting IT. - [How to Set a New Password Using a Reset Link](https://raptix.app/user-guide/00-getting-started/00-4-reset-password/): How to open your password reset email, use the link to reach the Reset Password page, and successfully create a strong new password. - [Staying Signed In and Signing Out Securely](https://raptix.app/user-guide/00-getting-started/00-16-sessions-and-logout/): How your RAPTIX session works, what keeps you signed in through the day, what triggers a sign-out, and how to sign out securely when you are done. - [Using Home: Tasks, Workflows, and Recent Applications](https://raptix.app/user-guide/00-getting-started/00-8-home-and-app-launcher/): How to read your Home status, act on pending tasks, follow workflows, and reopen recent application pages and forms. - [Understanding Access to Home and Applications](https://raptix.app/user-guide/00-getting-started/00-9-app-access-permissions/): Why Home sections, navigation items, and Applications resources can differ between users, and what to request when expected content is missing. - [How to Navigate the Platform: Top Bar, Sidebar, and Mobile Menu](https://raptix.app/user-guide/00-getting-started/00-10-navigation/): How to move between current RAPTIX areas using the top bar, desktop sidebar, and mobile menu. - [Switching Between Light Mode and Dark Mode](https://raptix.app/user-guide/00-getting-started/00-11-dark-mode/): How to switch the platform's colour scheme between light and dark, how your preference is saved, and what to expect when you change devices. - [Installing the Platform as an App on Your Device](https://raptix.app/user-guide/00-getting-started/00-12-install-as-app-pwa/): How to install the RAPTIX platform as a standalone app on your Windows computer, Android phone, iPhone, or Mac, so it opens instantly from your… - [Use RAPTIX App Shortcuts](https://raptix.app/user-guide/00-getting-started/00-13-app-shortcuts/): How to open Home, My Tasks, or Flow Builder from the installed app icon. - [Understand the My Tasks Bell Badge](https://raptix.app/user-guide/00-getting-started/00-14-my-tasks-bell-badge/): What the bell count means and how to open My Tasks. - [Resolve “Access Restricted”](https://raptix.app/user-guide/00-getting-started/00-17-access-restricted/): Why an area can be unavailable and what information to send an administrator. - [Understanding Toast Notifications and What They Tell You](https://raptix.app/user-guide/00-getting-started/00-18-toast-notifications/): What toast notifications are, what each colour means, how to read them, how to dismiss them, and what to do when you see each type. - [Get Help with Support](https://raptix.app/user-guide/00-getting-started/00-19-getting-help-support/): How to submit a request, attach useful evidence, follow its status, and reply to Support. - [Use Your Welcome, Preferences, and Guided Tours](https://raptix.app/user-guide/00-getting-started/00-21-welcome-preferences-and-guided-tours/): How the first welcome works, how to choose a guided path, change language or appearance, replay the main tour, and understand the contextual guidance… ## Workflows - [Workflows Quick Start: Build Your First Workflow in 10 Minutes](https://raptix.app/user-guide/10-workflows/10-1-quickstart-first-workflow/): How to create a new workflow from scratch, add your first nodes on the visual canvas, connect them into a simple process, and save it — all in about… - [Manage Workflows in Flow Builder](https://raptix.app/user-guide/10-workflows/10-2-workflow-management-screen/): How to browse workflows by Workspace and Application, search and filter the complete workflow library, understand each workflow row, and use View… - [Create or Duplicate a Workflow](https://raptix.app/user-guide/10-workflows/10-31-create-duplicate-workflow/): How to choose where a workflow belongs, create its metadata, avoid a duplicate name, copy an existing workflow, understand its status, and continue… - [Flow Builder: Canvas, Toolbar, and Node Palette](https://raptix.app/user-guide/10-workflows/10-3-visual-designer-overview/): How to use the current canvas, every visible toolbar control, the Basic and Logic palettes, variables, and layout tools. - [Start Node: Current Trigger Types](https://raptix.app/user-guide/10-workflows/10-4-start-trigger-nodes/): The five trigger choices currently visible in the Start node and when to use each one. - [Webhook Trigger: Launching Workflows from External Systems via API](https://raptix.app/user-guide/10-workflows/10-28-webhook-trigger/): How to configure the Webhook trigger on a workflow, find and copy the generated endpoint URL, define a payload schema, authenticate calls, test the… - [Email Trigger Node](https://raptix.app/user-guide/10-workflows/10-33-email-trigger-node/): How to start a workflow from email or wait for a matching email in the middle of a workflow. - [Designing Task Steps: Assignment, Priority, Task Forms, Actions, and Document Upload](https://raptix.app/user-guide/10-workflows/10-5-task-steps/): How to configure a Task node so that the right person receives it, can enter structured values, knows exactly what decision to make, and can attach… - [Task Forms: Collect Structured Input Inside a Human Task](https://raptix.app/user-guide/10-workflows/10-35-task-forms/): How to turn a Task node into a form, use Allowed Actions as the form buttons, route each response, and use the collected values in later workflow… - [Multi-Level and Batch Approvals: Approval For Each and Row-Level Decisions](https://raptix.app/user-guide/10-workflows/10-6-multilevel-batch-approvals/): How to configure a Task node for bulk row-level approvals where each data item in a table receives its own individual decision, and how to chain… - [Deadline Management: Setting Due Dates, Reminders, Escalation, and Expiration](https://raptix.app/user-guide/10-workflows/10-7-deadline-management/): How to configure due dates, automated reminder emails, escalation rules, and expiration actions on a Task node so that no task ever stalls or falls… - [Routing Logic: If/Else Conditions, Conditional Branches, and Expression Builder](https://raptix.app/user-guide/10-workflows/10-11-routing-conditions/): How to add decision points to a workflow that send each instance down the right path based on actual data values — using both simple If/Else nodes… - [Split, Merge, Foreach, and Loop](https://raptix.app/user-guide/10-workflows/10-12-parallel-split-merge-loops/): How current parallel paths, list iteration, and retry loops differ and how to configure each one. - [Pause / Delay Node: Fixed Durations, Specific Dates, and Variable-Based Delays](https://raptix.app/user-guide/10-workflows/10-13-pause-delay-node/): How to add a timed waiting period to a workflow so that the next step does not start until a specific amount of time has passed, a chosen date and… - [Using Workflow Variables and Merge Tags in Emails and Conditions](https://raptix.app/user-guide/10-workflows/10-10-variables-merge-tags/): What workflow variables are, where they come from, how to find them in the Variable Panel, and how to use them as merge tags in email bodies, email… - [Current Flow Builder Node Catalogue](https://raptix.app/user-guide/10-workflows/10-34-current-node-catalogue/): This is the completeness checklist for the current Flow Builder palette. - [Configure the Email Node](https://raptix.app/user-guide/10-workflows/10-8-email-node/): How to write the message, choose sending mailboxes and recipients, attach workflow or static files, generate submission PDFs, and save reusable… - [Reuse Email Templates in Flow Builder](https://raptix.app/user-guide/10-workflows/10-9-email-templates-library/): How to start an Email node from a saved template, save a new template, update the template you loaded, and manage templates from Workflow Database. - [Reminder Scheduler Node: Automating Date-Based Email Reminders](https://raptix.app/user-guide/10-workflows/10-18-reminder-scheduler-node/): How to add a Reminder Scheduler node to a workflow, connect it to a data source, configure reminder offsets, write the email template, and enable… - [Wait for a Matching Email Inside a Running Workflow](https://raptix.app/user-guide/10-workflows/10-36-wait-for-matching-email/): How to pause an active Workflow until a matching email arrives, choose reliable matching rules, expose message values to later steps, configure a… - [AI Agent Node: Prompts, Model Selection, Structured Output, and Confidence-Based Routing](https://raptix.app/user-guide/10-workflows/10-14-ai-agent-node/): How to add an AI Agent node to a workflow, write effective prompts, select a model, define structured or free-form output, and route the workflow… - [AI Builder](https://raptix.app/user-guide/10-workflows/10-30-ai-builder/): How to build or revise the canvas through chat while reviewing every proposed change before it is applied. - [Python Script Node (Administrators): Run Custom Logic with File I/O](https://raptix.app/user-guide/10-workflows/10-15-python-script-node/): How to add a Script node to a workflow, write Python code that reads files and workflow data, define output files and variables, and connect the… - [DB Query Node: Reading Live Data from Your Systems During a Process](https://raptix.app/user-guide/10-workflows/10-16-db-query-node/): How to add a DB Query node to a workflow, write a query to retrieve live data from your connected databases, store the results as a workflow… - [Documents Node: Fetching and Saving Documents Within a Workflow](https://raptix.app/user-guide/10-workflows/10-17-documents-node/): How to add a Documents node to a workflow, configure it to fetch a specific file or an entire folder from the document library, or save a file… - [Report Node](https://raptix.app/user-guide/10-workflows/10-32-report-node/): How to fill a Word template or use AI-authored content, produce PDF or DOCX output, and optionally save the result in Documents. - [Run and Monitor a Workflow](https://raptix.app/user-guide/10-workflows/10-20-running-a-workflow/): How each current Start trigger creates an instance and where to monitor it. - [Workflow: All Instances](https://raptix.app/user-guide/10-workflows/10-21-all-instances/): How to monitor every workflow instance available to you and open its current detail view. - [Workflow Detail View and Process Status](https://raptix.app/user-guide/10-workflows/10-22-workflow-detail-view/): How to read a specific execution, follow its approval steps, open required work, inspect history, view its design, and download its files. - [Workflow: My Tasks](https://raptix.app/user-guide/10-workflows/10-23-my-tasks/): How to find pending workflow work assigned to you and open the correct task action. - [Workflow Task Manager: Review and Process an Assigned Task](https://raptix.app/user-guide/10-workflows/10-24-workflow-task-manager/): How to read the information on the Workflow Task Manager, review submitted documents, leave comments, upload supporting files, and record your… - [Batch Decision Screen: Bulk Row-Level Approvals and Audit Export](https://raptix.app/user-guide/10-workflows/10-25-batch-decision-screen/): How to read the Batch Decision Screen to understand how an assignee processed a bulk approval dataset, filter and sort the results, view per-row… - [External Approver Portal: Approving Workflows from an Email Link (No Login Required)](https://raptix.app/user-guide/10-workflows/10-26-external-approver-portal/): How to understand and use the link you received by email to review workflow information, view attached documents, optionally add a comment and upload… - [Version History and Auto-Save: How Every Change is Protected](https://raptix.app/user-guide/10-workflows/10-19-version-history-autosave/): How Workflows automatically saves your work as you design, how to open the Version History panel, how to identify auto-saved versus manual saves, and… - [Use Workflow Database](https://raptix.app/user-guide/10-workflows/10-27-workflow-database-console/): How to use the Dashboard and the seven record tabs, investigate workflow execution, and safely manage instances, tasks, actions, notifications… - [Control Access to Workflows](https://raptix.app/user-guide/10-workflows/10-29-workflow-permissions/): Which current access screen to use when a person cannot open workflow pages, see an application-scoped workflow, or edit a workflow. ## Documents - [Getting Started with Documents](https://raptix.app/user-guide/20-documents/20-1-documents-overview-document-hierarchy/): Documents is the file-management area inside Applications. - [Uploading Files and Creating Folders](https://raptix.app/user-guide/20-documents/20-2-uploading-files-and-creating-folders/): Open Applications → Documents. - [Previewing Files and Annotating Workflow PDFs](https://raptix.app/user-guide/20-documents/20-3-viewing-annotating-pdfs/): RAPTIX has two related but different viewing experiences: the general Documents preview and the workflow PDF viewer. - [Reviewing and Processing a Workflow Document Task](https://raptix.app/user-guide/20-documents/20-4-reviewing-approving-workflow-task/): Open Workflow → My Tasks or follow Open task action from the workflow detail. - [Document Versions](https://raptix.app/user-guide/20-documents/20-5-document-versions/): Documents can keep multiple revisions of the same logical document. - [Finding Documents: Search, Favorites, and Links](https://raptix.app/user-guide/20-documents/20-6-finding-documents-search-favorites-bookmarks/): Open Applications → Documents. - [Downloading Documents and Folder ZIPs](https://raptix.app/user-guide/20-documents/20-7-downloading-documents-zip/): Find the file in Flat or Folders mode. - [Customizing the Documents View](https://raptix.app/user-guide/20-documents/20-8-customizing-document-view/): Documents provides two different kinds of view controls. - [Document Permissions](https://raptix.app/user-guide/20-documents/20-9-per-document-permissions/): Document Permissions grants a named user or role access to one file. - [Folder Permissions](https://raptix.app/user-guide/20-documents/20-10-folder-permissions/): Folder Permissions applies an explicit user or role grant to an Entity, Instance, or Field scope. - [Global File Permissions](https://raptix.app/user-guide/20-documents/20-11-global-permission-grants/): Global File Permissions grants a user or role organization-wide document access. - [Global Permission Scopes](https://raptix.app/user-guide/20-documents/20-12-permission-scopes/): The Applies to selector is part of Global File Permissions. - [Trash: Restoring Deleted Files](https://raptix.app/user-guide/20-documents/20-13-trash-recover-deleted-files/): Trash lists individual files that were soft-deleted from the Documents explorer. - [Documents Activity Logs](https://raptix.app/user-guide/20-documents/20-14-audit-log/): Documents Activity Logs displays recorded document events. - [Audit Log Detail](https://raptix.app/user-guide/20-documents/20-15-audit-log-detail/): Audit Log Detail is a drawer opened from one Documents log row. - [Document Management](https://raptix.app/user-guide/20-documents/20-16-document-management/): Document Management is the operational inventory for stored documents. - [Documents Administration, Permissions, and Safety](https://raptix.app/user-guide/20-documents/20-17-admin-roles-permissions-security/): This guide summarizes the administrative surfaces that are actually visible in Documents. ## AI Agents - [Start Your First AI Agents Conversation](https://raptix.app/user-guide/30-ai-agents/30-1-getting-started-first-conversation/): Open AI Agents or go to /ai-agents. - [Navigate the AI Agents Hub](https://raptix.app/user-guide/30-ai-agents/30-2-ai-agents-hub-navigation/): Open /ai-agents to see the active assistants available to your account. - [Search and Filter Assistants](https://raptix.app/user-guide/30-ai-agents/30-3-searching-filtering-assistants/): Use the controls on /ai-agents to reduce the assistant directory: - [Use AI Agents](https://raptix.app/user-guide/30-ai-agents/30-28-ai-agents-current/): How to find an assistant, understand the available administration links, start a conversation, and handle every directory state. - [Use Citations and Source Cards](https://raptix.app/user-guide/30-ai-agents/30-5-citations-and-source-cards/): Document-grounded answers can show numbered citation chips in the response and cards under Sources. - [Read a PDF Citation](https://raptix.app/user-guide/30-ai-agents/30-6-pdf-viewer-highlighted-citations/): Select a PDF citation or its source card to open the document viewer. - [Upload a File in a Document Chat](https://raptix.app/user-guide/30-ai-agents/30-7-upload-document-to-chat/): The attachment button is available in a Document conversation. - [Inspect a Source Image](https://raptix.app/user-guide/30-ai-agents/30-8-image-lightbox/): Select an image thumbnail in Sources to open it in the image viewer. - [Submit Feedback on an AI Answer](https://raptix.app/user-guide/30-ai-agents/30-9-feedback-thumbs-up-down/): Use the thumbs controls under an assistant answer. - [Use Conversation URLs Safely](https://raptix.app/user-guide/30-ai-agents/30-4-conversation-urls/): A new chat opens as /ai-agents//new. - [Download a Chat Transcript](https://raptix.app/user-guide/30-ai-agents/30-10-download-chat-transcript/): Open a conversation containing at least one message and select Download in the header. - [Manage Your Chat History](https://raptix.app/user-guide/30-ai-agents/30-11-managing-chat-history/): The conversation sidebar contains My Chats and Shared. - [Share a Chat Session](https://raptix.app/user-guide/30-ai-agents/30-12-sharing-sessions/): Only the session owner manages its access. - [Work with Shared Sessions](https://raptix.app/user-guide/30-ai-agents/30-13-understanding-shared-sessions/): Open Shared in the chat sidebar to see sessions that another person shared directly with you or through one of your roles. - [Use Floating Chat Bubbles](https://raptix.app/user-guide/30-ai-agents/30-31-floating-chat-bubbles/): Floating chat keeps selected assistants available while you move around RAPTIX. - [Use Arabic and English in AI Agents](https://raptix.app/user-guide/30-ai-agents/30-14-using-arabic-and-english/): Write naturally in Arabic or English. - [Understand Thinking and Reasoning](https://raptix.app/user-guide/30-ai-agents/30-15-reasoning-mode/): A Connected assistant can display a Thinking… state and reasoning text when its administrator configured a Reasoning Endpoint URL. - [Adjust Per-Session AI Settings](https://raptix.app/user-guide/30-ai-agents/30-16-per-session-ai-settings/): The owner of a Document conversation can open RAG Settings above the message field. - [Manage AI Assistants](https://raptix.app/user-guide/30-ai-agents/30-29-managing-ai-assistants-current/): How to read the assistant table and create, configure, test, activate, restrict, or remove an assistant using the current page. - [Create an AI Assistant](https://raptix.app/user-guide/30-ai-agents/30-17-admin-creating-assistant/): Open /ai-agents-assistants and select New Assistant. - [Configure a Smart Assistant](https://raptix.app/user-guide/30-ai-agents/30-19-admin-smart-assistants/): Choose Smart Assistant for model-generated answers that can use RAPTIX knowledge. - [Customise Assistant Appearance](https://raptix.app/user-guide/30-ai-agents/30-26-customizing-assistant-appearance/): In Appearance, choose a preset colour or enter a custom colour, then select one identity style: - [Activate or Deactivate an Assistant](https://raptix.app/user-guide/30-ai-agents/30-25-activating-deactivating-assistants/): The Active state controls whether an eligible user can find and open an assistant in /ai-agents. - [Control Assistant Visibility](https://raptix.app/user-guide/30-ai-agents/30-24-controlling-access-roles-allowlists/): Every assistant has one Visibility setting: - [Link a Document-Processing Preset](https://raptix.app/user-guide/30-ai-agents/30-27-linking-processing-preset/): A Smart Assistant can use Document processing for files attached in its conversations. - [Set an Assistant's Knowledge Scope](https://raptix.app/user-guide/30-ai-agents/30-20-admin-knowledge-scope/): Open the Smart Assistant's configuration. - [Test Grounded Answers and Access](https://raptix.app/user-guide/30-ai-agents/30-21-testing-grounded-access/): After saving a Smart Assistant, verify both answer quality and access boundaries. - [Write Effective System Prompts](https://raptix.app/user-guide/30-ai-agents/30-23-writing-effective-system-prompts/): A Smart Assistant has separate English and Arabic system-prompt fields. - [Configure an External Connection](https://raptix.app/user-guide/30-ai-agents/30-18-admin-external-connections/): Choose External Connection when the assistant must send chat requests to an external service. - [Configure a Reasoning Endpoint](https://raptix.app/user-guide/30-ai-agents/30-22-setting-up-reasoning-endpoint/): An External Connection can use an optional Reasoning Endpoint URL in addition to its required Endpoint URL. - [Manage Durable AI Memory](https://raptix.app/user-guide/30-ai-agents/30-30-memory-manager/): How to review personal or workspace AI memory facts, filter workspace memory by user, forget one fact, and permanently forget all matching workspace… - [Ask the RAPTIX Assistant to Find Information and Run Workflows](https://raptix.app/user-guide/30-ai-agents/30-32-assistant-tools-and-workflow-commands/): What the assistant can work with, how to ask it to search documents and email, analyse supported attachments and tables, launch an allowed Workflow… ## Knowledge - [Add Your First Knowledge Document](https://raptix.app/user-guide/40-knowledge/40-1-getting-started-first-document/): The current page offers two visible methods: - [Manage Knowledge Documents](https://raptix.app/user-guide/40-knowledge/40-27-knowledge-documents-current/): How to import content, process it in Pipeline Studio, apply access policies, embed it for search, test the result, and maintain processing presets… - [Add Content from Documents or Markdown](https://raptix.app/user-guide/40-knowledge/40-4-documents-vs-markdown/): The current /knowledge-documents page exposes Documents and Markdown. - [Choose and Configure a Processing Preset](https://raptix.app/user-guide/40-knowledge/40-3-processing-preset/): A processing preset saves the current parsing, chunking, model, prompt, enrichment, extraction, and embedding settings for reuse. - [Pipeline Studio Reference](https://raptix.app/user-guide/40-knowledge/40-2-pipeline-studio-reference/): Pipeline Studio appears after selecting a document in /knowledge-documents. - [Review and Edit Parsed Markdown](https://raptix.app/user-guide/40-knowledge/40-5-editing-parsed-markdown/): After Markdown Parsing completes, select View / Edit Markdown. - [Configure Structural Nodes and Chunking](https://raptix.app/user-guide/40-knowledge/40-6-stage2-chunking-settings/): This stage converts parsed Markdown into semantic nodes and retrieval-ready chunks. - [Generate and Review Table Summaries](https://raptix.app/user-guide/40-knowledge/40-7-stage3-table-summaries/): Complete parsing and chunking. - [Run LLM Enrichment](https://raptix.app/user-guide/40-knowledge/40-8-stage4-ai-enrichment/): Configure: - [Embed and Test a Knowledge Document](https://raptix.app/user-guide/40-knowledge/40-9-vector-embedding-and-testing/): Open Embedding after parsing and chunking are complete. - [Manage Knowledge Access Policies](https://raptix.app/user-guide/40-knowledge/40-10-access-policies/): How to create, review, edit, and delete the policy definitions used to control Knowledge results. - [Assign Policies to Documents, Pages, and Nodes](https://raptix.app/user-guide/40-knowledge/40-11-assigning-policies-document-page-node/): Create policy definitions in /knowledge-policy, then assign them from a document's Access Policy step in /knowledge-documents. - [Use Smart Policy Assignment](https://raptix.app/user-guide/40-knowledge/40-12-smart-policy-assignment/): Smart Assign bulk-applies node policies using PII and entity types produced by LLM Enrichment. - [Manage Knowledge Auto-Sync](https://raptix.app/user-guide/40-knowledge/40-13-setting-up-auto-sync/): How to create sync rules, test their scope, process existing files, monitor jobs and statistics, and govern processing presets. - [Choose an Auto-Sync Rule Scope](https://raptix.app/user-guide/40-knowledge/40-14-sync-rule-scopes/): Because this is the broadest option: - [Choose an Auto-Sync Trigger](https://raptix.app/user-guide/40-knowledge/40-15-sync-rule-triggers/): The Trigger step decides when a matching file is processed and how failures or duplicates are handled. - [Validate an Auto-Sync Rule with Dry-run](https://raptix.app/user-guide/40-knowledge/40-16-dry-run-sync-rule/): The dialog shows: - [Manage Auto-Sync Jobs](https://raptix.app/user-guide/40-knowledge/40-17-managing-sync-jobs/): Every Auto-Sync processing attempt appears as a job. - [Read Auto-Sync Stats](https://raptix.app/user-guide/40-knowledge/40-18-sync-stats/): The Stats tab summarizes Auto-Sync activity from the last 24 hours. - [Configure AI Authentication](https://raptix.app/user-guide/40-knowledge/40-28-ai-authentication-current/): What each tab controls, which tabs depend on administrator level, and how to validate changes safely. - [Connect an AI Provider](https://raptix.app/user-guide/40-knowledge/40-19-ai-authentication/): Open Provider Connections and add a provider. - [Manage the AI Models Catalogue](https://raptix.app/user-guide/40-knowledge/40-20-ai-models-catalog/): The AI Models tab groups configured models by primary slot and provider. - [Configure Default Model Bindings](https://raptix.app/user-guide/40-knowledge/40-21-default-model-bindings/): The Default Bindings tab selects the active default for Generator, Embedding, Reranker, Rewriter, Table Summary, Enrichment, and Parsing. - [Manage Runtime Settings](https://raptix.app/user-guide/40-knowledge/40-22-runtime-settings/): Runtime Settings is not shown to ordinary Workspace administrators. - [Review Knowledge Analytics](https://raptix.app/user-guide/40-knowledge/40-29-knowledge-analytics-current/): How to use the current analytics pages to monitor Knowledge usage without exposing user content. - [Read the Knowledge Analytics Overview](https://raptix.app/user-guide/40-knowledge/40-23-analytics-overview/): Open /knowledge-analytics. - [Review Knowledge Base Analytics](https://raptix.app/user-guide/40-knowledge/40-24-document-analytics/): Open /knowledge-analytics-docs or select Knowledge Base in Analytics. - [Review Question Analytics](https://raptix.app/user-guide/40-knowledge/40-25-query-analytics/): Open /knowledge-analytics-query or select Questions in Analytics. - [Review Security and Audit Analytics](https://raptix.app/user-guide/40-knowledge/40-26-security-audit-analytics/): Open /knowledge-analytics-security or select Security in Analytics. ## Applications - [Getting Started with Applications](https://raptix.app/user-guide/50-applications/50-1-getting-started-applications/): How to browse the Applications hierarchy, search the current list, understand every header action, and move between pages, documents, workflows, and… - [Opening and Using an Application Page](https://raptix.app/user-guide/50-applications/50-2-opening-viewing-app-page/): How to open live App Builder pages and runnable workflow forms, what to expect from the sign-in handoff, and how to recover when an item does not… - [Search the Current Applications View](https://raptix.app/user-guide/50-applications/50-3-search-current-applications-view/): How search behaves at the workspace, application, and page levels and how to recover from an unexpected empty result. - [Editing an Application Page in App Builder](https://raptix.app/user-guide/50-applications/50-4-editing-app-page/): How to open a specific page in the live App Builder, understand the confirmation step, and diagnose a missing Edit or App Builder action. - [Managing Applications Access](https://raptix.app/user-guide/50-applications/50-5-applications-access-control/): How to grant, review, update, and remove access to Applications resources. - [Understanding Applications Permission Scopes](https://raptix.app/user-guide/50-applications/50-6-permission-scopes-explained/): What Global, Workspace, Application, and Page grants cover, and how to choose the safest scope. - [Choosing Between User and Role Grants](https://raptix.app/user-guide/50-applications/50-7-granting-role-vs-user/): When to grant Applications access to one user and when to grant it to a role. - [Reviewing and Removing Active Grants](https://raptix.app/user-guide/50-applications/50-8-managing-active-grants/): How to audit the Active Grants list, refresh it, and safely remove Applications access. - [Reviewing Applications Activity](https://raptix.app/user-guide/50-applications/50-9-applications-activity-logs/): How to review Applications events, inspect event details, sort results, and export filtered activity to CSV. - [Filtering Applications Activity](https://raptix.app/user-guide/50-applications/50-10-filtering-activity-log/): How to combine search, date, actor, action, outcome, and resource filters on Applications Activity Logs. - [Understanding Applications Activity KPI Cards](https://raptix.app/user-guide/50-applications/50-11-activity-log-kpi-cards/): What each Applications Activity Logs KPI counts and how filters affect the cards. - [Choose a Workflow Form or an App Builder Page](https://raptix.app/user-guide/50-applications/50-12-choose-workflow-form-or-app-builder/): Which user-facing form experience to choose and where each one is configured. - [Connect an App Builder Page to a Workflow](https://raptix.app/user-guide/50-applications/50-13-app-builder-workflow-connector/): How to connect a Start node to an App Builder page, deploy the generated connector safely, and test or redeploy it. - [Choose Private or Public Access for a Workflow Form](https://raptix.app/user-guide/50-applications/50-14-configuring-auth-requirements/): How to publish a Private or Public workflow form, test its access, and revoke its link safely. - [Connect a Workflow Task to an App Builder Page](https://raptix.app/user-guide/50-applications/50-15-app-builder-task-actions/): How to connect a Task node to an App Builder page, deploy its task actions, and test the page with a real assignment. - [Upload Documents from a Workflow Form](https://raptix.app/user-guide/50-applications/50-16-uploading-documents-from-applications/): How to add a file field, submit a supported attachment, and find the stored document in its workflow context. - [Configure App Builder Widgets for a Workflow](https://raptix.app/user-guide/50-applications/50-21-app-builder-widget-configuration/): How widget choices affect workflow data and when to redeploy the page connection. - [Publish and Run a Workflow Form from Applications](https://raptix.app/user-guide/50-applications/50-22-triggering-workflows-from-applications/): How to build, publish, find, submit, disable, and revoke a native workflow form. - [Use Approval Tables in Workflow Tasks](https://raptix.app/user-guide/50-applications/50-17-approval-tables/): Where approval tables are configured and where approvers use them. - [Configure Multi-Level Approval Tasks](https://raptix.app/user-guide/50-applications/50-18-multi-level-approval-tables/): Where to configure sequential review levels and how users reach their assigned level. - [Submit Batch Approval Decisions](https://raptix.app/user-guide/50-applications/50-19-submitting-batch-approval-decisions/): How to reach the batch decision screen and complete row decisions safely. - [Complete an Approval Task and Review Its PDF](https://raptix.app/user-guide/50-applications/50-28-completing-approval-tasks/): How to open an assigned task, review its files, use approval actions, and read earlier comments. - [Govern App Builder Automation Safely](https://raptix.app/user-guide/50-applications/50-20-app-builder-automation-governance/): Which automation is supported from the visible builders and when an administrator must take over. - [Protect an App Builder Workflow Integration](https://raptix.app/user-guide/50-applications/50-23-app-builder-integration-security/): How to use a connected page safely and what to do after an integration credential changes. - [Troubleshooting Applications Connection Errors](https://raptix.app/user-guide/50-applications/50-24-troubleshooting-connection-errors/): How to recover from the Applications full-page load error, separate it from access restrictions and page-specific failures, and report useful… - [Troubleshooting Applications Access](https://raptix.app/user-guide/50-applications/50-25-troubleshooting-access-restricted/): How to distinguish missing Applications access from an empty grant set, a hidden resource, a plan limit, or a feature-specific permission. - [Using Workflow: All Instances and My Tasks](https://raptix.app/user-guide/50-applications/50-26-workflow-dashboard/): How to find every workflow run, switch to tasks that need your action, and open the right detail screen. - [Review a Workflow Instance and Its Process Status](https://raptix.app/user-guide/50-applications/50-27-workflow-instance-detail/): How to read the detail view without confusing a workflow status, a task status, and the process steps. - [Create a Workflow from an Application](https://raptix.app/user-guide/50-applications/50-33-create-workflow-from-application/): How to create the first workflow in an application, build from a description, or continue through the detailed workflow form. - [Manage Documents in Applications](https://raptix.app/user-guide/50-applications/50-29-managing-documents/): How to browse document workspaces, search and sort files, switch views, preview and organize items, use bulk actions, and safely remove content. - [Use Document Permissions, Logs, Processing, and Trash](https://raptix.app/user-guide/50-applications/50-30-document-administration/): Where to manage document access, review activity, process documents, and restore deleted files. - [Use the PDF Viewer, Drawing, and Signature Tools](https://raptix.app/user-guide/50-applications/50-31-pdf-viewer-signature-tools/): How to review a PDF, add visible marks or a signature, upload a replacement version, and complete the configured task action. - [Reassign Unfiled Documents to an Application](https://raptix.app/user-guide/50-applications/50-32-reassign-documents/): How to select unfiled document folders, choose a Workspace, Application, and optional Page, reassign one or all folders, and confirm success or… - [Build Custom Screens with Data, Workflow Actions, and Document Workspaces](https://raptix.app/user-guide/50-applications/50-34-custom-screens-actions-and-document-workspaces/): How to choose the right application surface, connect visible data and reusable page logic, start Workflows, complete task actions and approvals from… ## Communication - [Choose RAPTIX Addresses and Sending Mailboxes](https://raptix.app/user-guide/60-communication/60-1-addresses-and-sending-mailboxes/): The difference between a managed RAPTIX address, a connected mailbox, SMTP, Microsoft 365 sending, and a Workflow address; how to choose the right… - [Automate Email with Templates, Triggers, and Waiting Steps](https://raptix.app/user-guide/60-communication/60-2-templates-triggers-and-workflow-email/): How reusable communication templates, Workflow email delivery, incoming-email triggers, and matching-email wait steps fit together; how to choose the… - [Search Workflow Email and Understand Safety and Retention](https://raptix.app/user-guide/60-communication/60-3-email-archive-search-safety-and-retention/): How to find permitted messages and attachment text, read a focused message journey, understand attachment scanning, choose whether originals are… ## Administration & Security - [Use Admin](https://raptix.app/user-guide/70-administration/70-1-admin-overview/): How to read the Admin summary and open every current administration destination. - [Manage Members, Join Requests, Sign-in Activity, and SSO](https://raptix.app/user-guide/70-administration/70-2-user-management/): The selected tab is stored in the page URL. - [Manage Roles and Page Access](https://raptix.app/user-guide/70-administration/70-3-roles-and-access/): Changes save immediately and apply when a member with the role next loads the affected page. - [Configure Addresses and Sending Mailboxes](https://raptix.app/user-guide/70-administration/70-4-email/): The current Email page says how RAPTIX sends mail for the workspace. - [Keep, Find, and Read the Email Your Workflows Handle](https://raptix.app/user-guide/70-administration/70-6-email-archive/): Every message your workflows receive — and every message they send — becomes a searchable record linked to the workflow that handled it. ## Billing - [Understand Billing, Plans, Trials, and Roles](https://raptix.app/user-guide/80-billing/80-1-billing-plans-trial-and-roles/): Where current plan facts come from, what the Pro trial does, what the Billing overview shows, how viewer and owner responsibilities differ, and how… - [Manage a Subscription, Credits, Seats, and Address Capacity](https://raptix.app/user-guide/80-billing/80-2-subscription-credits-seats-and-addresses/): How to review and start a subscription, preview plan changes, cancel or resume safely, buy Credits, add eligible seats or address capacity, set… - [Use Payment Settings, Verification, and Invoices](https://raptix.app/user-guide/80-billing/80-3-payment-verification-invoices-and-recovery/): Why RAPTIX asks for fresh verification, how to manage provider-hosted payment settings, read Checkout results, find and download invoices, respond to… ## Reference - [Glossary](https://raptix.app/user-guide/glossary/): definitions of every term used across the guide. - [Capabilities catalog](https://raptix.app/user-guide/capabilities/): evidence-backed user value, availability, plans, and access conditions. ## Other language - [Arabic user guide](https://raptix.app/user-guide/ar/) ## Optional - [Full text of all published pages](https://raptix.app/user-guide/llms-full.txt): every published guide, the Glossary, and the Capabilities catalog concatenated as Markdown. - [Sitemap](https://raptix.app/user-guide/sitemap.xml)