Limiting Document Approvals
Question: Can we set things up so that only people who create a document can approve it? Or so that…
Read more
Tag Archive: Rules
Distributed Rules vs. Site-Only Rules
Question: Sometimes when I expand a specific rule group, I see that “distributed rules are not currently displayed.” How can…
Read more
Cloning Files
Did You Know? Normally, when you copy a document and its attachments, the attached file on the copied document is…
Read more
Page Numbers on Assembled PDFs
Did You Know? If you route a document with attached files via email, all files that are designated Assemble on…
Read more
Closing Documents Automatically After a Time
Request: Our users are not good about closing a document (i.e., changing the status to make it read-only and have…
Read more
Setup for “Create New Doc”
Did You Know? You can add a “Create new doc” to the drop down menu of any Doc type, in…
Read more
Copying Addr and Incl/Excl Tab Info to New Documents
Question: When I copy a document (using the Copy Doc option), I am able to indicate if I want to…
Read more
KBA-01788: Viewing Changes to a Rule
Question: Is there a way to see what changes have been made to a rule and by whom? Answer: Yes….
Read more
KBA-01787: Adding and Editing Rules
Questions: I want to change the default value for some of our rules. How do I do that? I added…
Read more
KBA-01786: Rule Validation
Question: I sometimes see a triangle symbol in the Rule Maintenance tool, either on the rule group grid or the…
Read more