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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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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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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