Updated Articles

  1. Change CSV Delimiter (correct CSV data not showing as separate columns)

    Last Updated: 09/16/2024 in Docs Admin User Management
    Correct CSV data not showing as separate columns.

  2. Project Hub

    Last Updated: 09/16/2024 in Docs Multi-Project Screens Project Dashboard
    The single-project equivalent of the Project Dashboard.

  3. Multi-Project Tiles

    Last Updated: 09/16/2024 in Docs Multi-Project Screens Project Dashboard
    Create dashboard tiles with stats from groupings of projects.

  4. Configure Lenses on the Dashboard

    Last Updated: 09/16/2024 in Docs Multi-Project Screens Project Dashboard
    Customize dashboard tiles with additional filter options.

  5. Project Dashboard Overview and Tile Layout

    Last Updated: 09/16/2024 in Docs Multi-Project Screens Project Dashboard
    A visual summary of and navigation to projects.

  6. Generate (or upload) eSignature Certificates

    Last Updated: 09/16/2024 in Docs Multi-Project Screens eSignatures
    Step 1 of the eSignature process.

  7. Enable Expediting for a Project

    Last Updated: 09/16/2024 in Docs Multi-Project Screens Expediting
    Turn on the Expedite module for a project.

  8. Signing files with eSignature (User action)

    Last Updated: 09/16/2024 in Docs Multi-Project Screens eSignatures
    Step 4 of the eSignature process.

  9. Apply eSignatures to Outgoing Submittal

    Last Updated: 09/16/2024 in Docs Multi-Project Screens eSignatures
    Step 3 of the eSignature process.

  10. Processing Returned Files from Customer

    Last Updated: 09/16/2024 in Docs Projects Workflow Incoming Documents
    Assign returned files to cards and add their return status.
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