June 2017 – Designing Your Own Catalog Tab

How often do you go to the Catalog tab and search for the same files or documents that you searched for last week? If you are working cross-projects and searching for the same info time and time again, it’s time to get organized and create your own additional pre-filtered Catalog dashboard.

In this webinar, we'll discuss:

  • Creating an additional Catalog Dashboard
    • Always Display – or allow users to open it when they need it
    • Decide who has access to this new Catalog Dashboard
    • Configure columns for displayed info
  • Examples
    • Training Material
    • Customer Bids
    • Accounting docs – Pay Requests to be approved