-
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...
-
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.
...
-
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...
-
Created On: 01/25/2018
in Docs Projects Project FAQ
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...
-
A visual summary of and navigation to projects.
-
Add customer approval status lists (or internal lists to track customer approval statuses).
-
Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
-
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 ...
-
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 ...
-
Add sub-suppliers, customers, and end users.