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Overview of the key settings available for doc codes, and their impact on associated cards.
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Last Updated: 10/30/2025
in FAQ General FAQ
When using a pre-established table of contents (TOC) template, it is uploaded as a section title page and the compilation structure is moved within one overarching section (see instructions: Use Pre-Established Table of Contents Template ). In ...
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When attempting to bulk match files to their corresponding cards, there are four types of errors that prevent successfully matching: (1) file doesn't match any active (required) cards, (2) file has more than one active (required) card that is a po...
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Last Updated: 10/29/2025
in Articles Admin Security
Enable for System To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Navigate to System Menu > Admi...
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Topics
Overview
Add affiliate companies
Assign project to affiliate
Affiliate user access
Assign licenses per affiliate
Update user access
Customization per affiliate
Project Templates
Affil...
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Last Updated: 10/28/2025
in Articles Admin User Management Edit details and permissions for own user or others.
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Last Updated: 10/28/2025
in Articles Admin System Setup Customize default settings for all projects.
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Last Updated: 10/28/2025
in Articles Library Instructions for adding additional library card fields and selecting which document type(s) they are available for.
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Last Updated: 10/28/2025
in FAQ General FAQ
In some browsers (e.g., Firefox), the grid scroll bars may be hidden and only appear when hovering over the bottom of the grid. To ensure that the scroll bars are always visible, there is local (computer) accessibility option to always show s...
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If tracking a secondary revision value, the revision history output on cover pages can be set up to show only the secondary revision record. This is useful when a template includes two revision history tables: one that lists all revisions, and ano...