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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 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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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...