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Decline Approval of a File Submitted for Review
To decline a file that was submitted for approval, open the Actions Tab on the Review Page in the...
Acknowledge a Document/File
To acknowledge a document/file, open the Actions Tab on the Review Page in the Documents Module f...
Edit the Title of a Folder
To edit the title of a folder in the Documents Module, open the Documents Home Page from the Main...
Download all Files Requiring Action
To download all files that require action to your personal device, open the Actions Tab on the Re...
Specify Who Should Receive Notifications of New File Revisions
Complete List of Documents Module How Tos
Add Comments to an Action
To add comments to an action, go to the Actions Home Page. Use the filters to pull up the rele...
Upload Files to An Action
Files cannot be uploaded through the Edit Action Modal. To upload a file to an action, click on ...
Assign Interested Parties to an Action
Interested Parties can be assigned to an action through the Edit Action Modal. Edit the "Inter...
Assign an Action Approver
Action Approvers can be assigned to users through the Edit Action Modal. Edit the "Approver(s)...
Assign an Action
Actions can be assigned to users through the Edit Action Modal. Edit the "Assigned To" field t...
Edit an Existing Action
An Action can be edited through the Edit Action Modal or the specified action’s detail page. To ...
Understanding Database Fields: Form, Formatting, and Utility Field Explanations
Fields are the individual data elements that makeup databases. You can think of them as a contain...
Global Glossary
Reina: A cute dog that runs a house in New Orleans. Saints: Amn NFL football team that is strugg...
Understanding Forms
Creating a New Form When new forms are created, a form creator has options regarding basic form ...
Forms Module How Tos
How To: Access a Form's Shareable URL Link/QR Code How To: Add a Field to a Form How To: Add ...
Create a Form
To create a new form, open the Home Page in the Forms Module from the Main Menu and select the Cr...
Assets Settings Page: Manufacturers Tab
The Manufacturers Tab on the Settings Page of the Assets Module allows the user to add new manufa...
Customize Trigger Settings Based on an On Expiry Period
Triggers with an On Expiry period can only have a time parameter. An on-expiry trigger gives the...
Assets Settings Page: Meter Types Tab
Various types of meters can be created and managed from the Meter Type Tab on the Settings Page...