Effective communication and management across every project
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Correspondence Overview Panel | | |
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A quick intro into how |
RIB CX manages your project correspondence using Forms. |
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Respond to Creating a Form
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Respond to a Form
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Split from aComment Panel | | |||
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Learn about creating a traceable, secure communication to other Forms from an original conversation. |
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Bulk Apply Action Buttons Panel | | |||
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Learn how to split form a comment. |
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Bulk Update Status of Forms Panel | | |||
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Learn how to use Action / Workflow Buttons on forms. |
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Streamline project communication with Distribution rules and Lists. |
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Hyperlinks in Text Fields
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Addressing Groups
Learn how to address groups on forms. |
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Associate (Link) Forms and Documents Panel | | |
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Learn about |
associating your Forms to other relevant communication on your Project for complete auditability. |
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| Related User Field - Additional Criteria for Associating Forms||||
Bulk Apply Action Buttons
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Bulk Assign User Field Value
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Creating a Form Panel | | |||
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Learn how to update the status of bulk forms. |
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Split from a Forms Panel | | |||
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Learn how to update the status of all linked forms in one go. |
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| Addressing Groups||||
Distribution Rules / Lists
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Display Retired Folders Under Correspondence
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Bulk Assign User Field Value Panel | | |||
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Learn how to access additional criteria when searching for forms. |
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Bulk Update Status of Linked Forms Panel | | |||
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Learn how to create Polygon or Pin to a Map from a Form. |
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Display Retired Folders Under Correspondence Panel | | |||
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Learn how to put a hyperlink into a rich text user field. |
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Internal and Public Commentspanel | ||||
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Make your comments to a form either internal or public. |
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Quick Textpanel | ||||
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Learn how to create and use Quick Text on one, many or all document types. |
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Upload Signature and Apply to a Form Panel | | |||
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Learn how to upload your signature and then apply it to a form. |
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Using List Tables
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