Request: Is there an alert I could set up so our PMs could know when an external person has attached a file to one of their documents? Response: Yes, in
Request: Is there an alert I could set up so our PMs could know when an external person has attached a file to one of their documents? Response: Yes, in
Question: I notice that some fields on my documents have a little question mark next to them. When I mouse over a question mark, I get some information. How do
Request: The Rule Configuration report is too general. Can we have a way to filter this report by rule group or specific rule? Answer: Yes! The Rule Group and Like
Question: I’d like certain of my documents to be wider than they currently are. Can I change the width per Doc type? What about certain fields on my documents? Can
Are you aware that the Routes tool on the Manage Dashboard (that is used to set up predefined routes) was improved? Improvements include a new special role, better UI in
Did you know that V2016 added four possible configuration items (fields) to the document Notes tab? These new items give you more flexibility for Doc types that require several types
Request: We sometimes make changes to the Project Setup documents on several projects by opening them from the Catalog. When we open each document, the corresponding Project Dashboard opens up
Request: We would like to be able to list all the people who attend our events on Event documents, even if those people are not in our Contacts. Can we configure
Options on the in-column drop-down menu allow you to 1) read a default description of each column, 2) temporarily show or hide columns, and 3) export column data to Microsoft