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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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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KBA-01845: Microsoft Entra Authentication
Question: Can I enable Microsoft Entra authentication for my site? Answer: Yes, if you are on V23 (Build 8800+). Our…
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% Paid Condition for Compliance
Did You Know? When you set up Compliance tracking for your projects, you can have a Compliance type be treated…
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Using the RR_ and RC_ Prefixes
You can use the RR_ or RC_ prefix in front of any bookmarks that include the aliases listed below (ex:…
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Routing/Sending a Document Back
Question: When I “thumbs up” a document, it goes to the next person (Seq) on the route. But what if…
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Creating a Request for Quote (RFQ)
There are three ways you can create an RFQ document: From the Project Dashboard – use this method whenever you…
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