New Articles

  1. Table of Contents

    To Get Here: In your project - Click Main Project Drop Down Click Index Reports & Compilations In Compilations List Grid, click the edit icon of applicable Compilation Scroll to section "Table of Contents and Bookmarks sect...
  2. Create a Compilation

    Compilations are a collection of documents combined into a single PDF output. Generally referred to as databooks, manufacturing record books, dossiers etc.. They generally require bookmarks, hyperlinks, tables of contents, sections and more. ...
  3. Project Metrics

    Looking for Internal Reporting? Check out the Metrics Report Settings >Reports > Project Metrics Set the Parameters Select the desired filters for Projects and Output settings (1), then Generate report (2). Output sett...
  4. Grid Row Colors (Card List)

    Default Grid Row Colors There are two default grid colors that will appear in the Card List in the following situations: Red - If expected return of card is after due date. The system compares the Due date and Expected Date columns a...
  5. Project Dashboard Overview and Tile Layout

    A visual summary of and navigation to projects.
  6. Company Status Lists

    Add customer approval status lists (or internal lists to track customer approval statuses).
  7. Internal Doc Code List

    Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
  8. Adding contacts

    Adding contacts to your customers allows you to select the contact in your project set up giving you the ability to know the project contacts at a quick glance. It also allows you to use that contact as a variable on any output documents (Cover ...
  9. Adding an Address

    Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address. From Companies List, click the specific Company Name (you are adding the address to) Use Drop down to ...
  10. Adding a New Company

    Add sub-suppliers, customers, and end users.