VID-C028: Editing Rows (V2017+)
Questions: What is Click-To-Edit? How do I edit rows in V2017+? Video recorded on V2017 Keywords: change rows, change fields,
Videos (Quick, Basic Q&A)
VID-C027: How to Create and Attach a File from a Template
Question: How can I create a file from a Microsoft Word or Excel template and attach it to my document?…
Read more
VID-C026: Your Route Status Options
Questions: What are my route status options when a document is in my Inbox? Can I send a document back…
Read more
VID-C025: The Difference between Pending and Pending Any on a route
Questions: What is the difference between Pending and Pending Any on a document’s route? How can I give the Pending…
Read more
VID-C024: Manually Adding People to the Route Detail Tab
Questions: How can I add one or more people to the document’s Route Detail tab? Which is the “Build Route”…
Read more
VID-C023: Understanding Predefined Routes
Questions: How come sometimes names appear on the Route Detail tab when I save a new document, but not always?…
Read more
VID-C022: Understanding a CC’d-Routed Document
Questions: How can I tell if a document has been routed CC’d to me? What does CC’d mean? How do…
Read more
VID-C021: Using the Text Editor to Format Fields
Questions: Can I format the text in my Notes fields? Will text formatting show up in my Microsoft Word template…
Read more
VID-C020: Adding and Removing Team Contacts
Questions: How do I add people to my project’s Team Contacts? How can I remove Team Contacts? See Also: KBA-01172:…
Read more
VID-C019: How to create a new Project Dashboard/Project Setup doc
Questions: How can I create a new project? How can I create a new Project Dashboard? How can I create…
Read more