Questions: Before we route it, is there an easier way to see what an assembled PDF will look like without having to go to the Route Detail tab, downloading a
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
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
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
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
Question: Can I have a list of my Meeting Minutes Attendees appear on an attached Word file that I create from a template? Can that list include people that I
Did You Know? There are bookmarks for your Microsoft Word templates that identify Contacts by role responsibility. This means that if you need to include the names or related information