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Last Updated: 11/05/2025
in Articles Projects Summary of steps to set up a new project.
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Last Updated: 11/05/2025
in Articles Projects SDI Reports
An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They m...
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Overview of the five templates used in compilations, and the impact of the templates on the overall structure.
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Overview of the available options for organizing and structuring a compilation.
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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.