KBA-01816: Email Tracking TokenKBA-01816: Email Tracking Token

Question Is there some tracking token I can include in the body of an email? My third party changes the email subject.  Is there another way to track the email

June 2021 – The Ins and Outs of Compliance TrackingJune 2021 – The Ins and Outs of Compliance Tracking

Open Google Slides of this Presentation View Recording of this Presentation The Ins and Outs of Compliance Tracking Keeping track of regulatory paperwork and compliance requirements can take a great

KBA-01815: Recovering Changed Attached Files After Unexpected EventsKBA-01815: Recovering Changed Attached Files After Unexpected Events

Questions: If my computer suddenly reboots when I’m in the middle of making changes to an attached file, can I recover some or all of my changes? I was in

The Append Route OptionThe Append Route Option

Did You Know? Some of our clients use routing on a purely manual basis, adding people to document routes through the Route Details tab. Other clients use predefined routes (set

Splitting Change Items on the SOV WorkbookSplitting Change Items on the SOV Workbook

Question: When I use the Get COs option on my SOV workbook, the Change Item from my Change Order is listed at the bottom of the workbook. I want to

Contacts and Multiple Companies/ProjectsContacts and Multiple Companies/Projects

Questions: What do I do when an individual that we’d like to keep working with goes to work for a new company? How do I keep history info for that