Once you open a Hotlist document you will be able to edit the different tabs for this document. Depending on what security rights you have Depending on your security rights you will be able to edit details on each tab
Adding a comment
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1. You can add a comment by clicking on the comment box and clicking submit.
2. This comment will be uploaded immediately to
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Changing the status
- Tab on the status to view all available statuses
- Select the status you want
- Click Save
- And then Save and Close
- The status change will then be uploaded to iTWOcx
Changing the Action user
- Tap and hold on the user you want to move from Action to Info or vice versa
- Drag the user to the Action area and drop
- User will be added to Action
- And then Save and Close
- The status change will then be uploaded to iTWOcx
Changing the Info user
Follow the same steps as above for changing the Action user. But this time Drag the user to the info section
In addition to this you can also add a new user into either Action or Info
Adding a new collaborator.
Add a Action user
Please note that Addressing rules such as distribution rules and forced users who cannot be removed from Action or Info, as well as addressing type configuration - Single or Multiple are all still applicable on the app.
- To add a user to the Action field
- Click on the + icon in the Action User section
- Search for the user you want to add by typing in their name
- Once you find the user you want just tap on his name
- This user will then be added to the Action user section
- You can add multiple users this way.
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You could also add the entire company as a info user by selecting Select all under the Company grouping.
Add a Info user
Follow the same steps as adding an action user
Status
