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Videos

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VID-C022: Understanding a CC’d-Routed DocumentVID-C022: Understanding a CC’d-Routed Document

June 14, 2017June 14, 2017 | Soni YorkSoni York | 0 Comment | 12:17 pm

Questions: Video recorded on V2016 Keywords: FYI document, CC, CC folder icon,

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VID-C021: Using the Text Editor to Format FieldsVID-C021: Using the Text Editor to Format Fields

June 13, 2017June 13, 2017 | Soni YorkSoni York | 0 Comment | 11:37 am

Questions: See Also: KBA-01548: Using the HTML Text Editor Video recorded on V2016 Keywords: HTML, make my text bold, italics, color

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VID-C020: Adding and Removing Team ContactsVID-C020: Adding and Removing Team Contacts

June 13, 2017June 13, 2017 | Soni YorkSoni York | 0 Comment | 9:54 am

Questions: See Also: KBA-01172: Can I delete a Contact from the Team Contact List…   Video recorded on V2016 Keywords: how do I add someone to the team, can I

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VID-C019: How to create a new Project Dashboard/Project Setup docVID-C019: How to create a new Project Dashboard/Project Setup doc

June 8, 2017June 8, 2017 | Soni YorkSoni York | 0 Comment | 11:39 am

Questions: Video recorded on V2016 Keywords: start a project,

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VID-C018: Exporting and Downloading FilesVID-C018: Exporting and Downloading Files

June 7, 2017June 7, 2017 | Soni YorkSoni York | 0 Comment | 12:09 pm

Questions: Video recorded on V2016

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VID-C017: Renaming Files and Adding/Viewing File NotesVID-C017: Renaming Files and Adding/Viewing File Notes

June 7, 2017June 7, 2017 | Soni YorkSoni York | 0 Comment | 10:21 am

Questions: See Also: Video recorded on V2016 Keywords: how do I rename a file

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VID-C016: How to View or Edit Files in SpitfireVID-C016: How to View or Edit Files in Spitfire

June 7, 2017June 7, 2017 | Soni YorkSoni York | 0 Comment | 9:53 am

Questions:   Video recorded on V2016 Keywords: how do I edit a file, look at file,

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VID-C015: Lookup FieldsVID-C015: Lookup Fields

June 6, 2017June 6, 2017 | Soni YorkSoni York | 0 Comment | 12:09 pm

Questions: Video recorded on V2016 Keywords: how do I look up, how do I lookup, magnifying glass,

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VID-C014: How to Attach a File to a DocumentVID-C014: How to Attach a File to a Document

June 6, 2017June 6, 2017 | Soni YorkSoni York | 0 Comment | 10:14 am

Questions:   Video recorded on V2016 Keywords: attaching files, drag and drop

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VID-C013: How to Create a Spitfire DocumentVID-C013: How to Create a Spitfire Document

June 6, 2017June 6, 2017 | Soni YorkSoni York | 0 Comment | 9:34 am

Questions:   Video recorded on V2016 Keywords: start a new doc document, copying documents

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  • KBA-01876: Using Workflow to Approve Docs Regardless of User Permission
  • KBA-01878: Releasing Retention on an SOV Pay Application
  • KBA-01877: Assembled PDF Output in Power UX
  • KBA-01874: Bulk Export from Catalog in Power UX
  • KBA-01875: Viewing Field History in Power UX
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