Adding a “Create Doc” Option to a Document
Question: I notice that some Doc types include a “Create doc” option on the burger drop-down menu. Is there a…
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Author Archive: Soni York
Regular, Additional and Personal Catalog Filters in Power UX
Did You Know? In Power UX, the backend filters in the Catalog Dashboard allow you to quickly find documents and…
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Default Filters for the Cost Analysis Detail Part in Power UX
Question: I am using Power UX. My project’s Cost Analysis Detail part shows data filtered by Cost Code by default….
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Copying Addr and Incl/Excl Info to New Copied Documents
Question: When I copy a document (using the Copy Doc option), I am able to indicate if I want to…
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Power UX Right-Click Options for Files
Did You Know? In Power UX, you can right-mouse-click on a filename in the Catalog and pull up an options…
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Type Column in BFA Export Files
Question: I use the Export option in BFA to get a copy of my budget rows. Sometimes my export includes…
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KBA-01864: Read-Only Detail Fields in Power UX
Question: When I switch certain Doc types to Power UX, I notice that certain read-only fields on the Details tab…
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KBA-01863: Power UX Cloud Sync Icons
Question: Our site syncs to the Cloud (see Cloud Storage Integration). When using Power UX, we notice icons in the…
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Units (Quantities) and Rates on CCO Items
Question: I have noticed that on Commitment Change Orders (CCOs), I can enter the Quantity and Rate for some of…
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Manually Adding Routees by Email Address
Did You Know? When you need to manually add one or more people to a document route, you can either…
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