Request: Our users are not good about closing a document (i.e., changing the status to make it read-only and have it not show up in open document lists) when the
Request: Our users are not good about closing a document (i.e., changing the status to make it read-only and have it not show up in open document lists) when the
Question: When I copy a document (using the Copy Doc option), I am able to indicate if I want to copy the document’s Items and Route. However, there is no
Open Google Slides of this Presentation View Recording of this Presentation Getting Comfortable with Rules We have not had a webinar dedicated to the basics of our Rules since 2017,
Question: Can we set things up so that only people who create a document can approve it? Or so that only a certain group of people can approve certain Doc
Question: Sometimes when I expand a specific rule group, I see that “distributed rules are not currently displayed.” How can I see what those rules are? Answer: The Site Only
Did You Know? Normally, when you copy a document and its attachments, the attached file on the copied document is the same file as the original. If changes are made
Did You Know? You can add a “Create new doc” to the drop down menu of any Doc type, in the same way that the Create Pay Application option appears
Question: Is there a way to see what changes have been made to a rule and by whom? Answer: Yes. You can see history on a particular rule. Also, the
Questions: I want to change the default value for some of our rules. How do I do that? I added some rules that I now what to change. How do