Effective communication and management across every project
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A quick intro into how RIB CX manages your project correspondence using Forms. |
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Learn about creating Forms in RIB CX, addressing them and managing your project communication |
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Learn about creating a traceable, secure communication to other Forms from an original conversation. |
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Learn how to use Action / Workflow Buttons on forms. |
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Learn about associating your Forms to other relevant communication on your Project for complete auditability. |
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Learn how to bulk apply action buttons to your forms. |
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Learn how to bulk assign user field values to multiple forms. |
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Learn how to update the status of bulk forms. |
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Learn how to update the status of all linked forms in one go. |
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Streamline project communication with Distribution rules and Lists. |
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Learn how to create Polygon or Pin to a Map from a Form. |
Learn about show and hide retired folders under correspondence folder. |
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 Quick Text
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Learn how to create and use Quick Text on one, many or all document typesaccess additional criteria when searching for forms. |
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 Upload Signature and Apply to a Form
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Learn how to upload your signature and then apply it to a form. |
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Creating a Form
Learn about creating Forms in RIB CX, addressing them and managing your project communication
Learn about creating a traceable, secure communication to other Forms from an original conversation.create Polygon or Pin to a Map from a Form. |
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 Addressing Groups
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Learn how to update the status of bulk forms. |
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Display Retired Folders Under Correspondence
Learn how to address groups on forms. |
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Bulk Apply Action Buttons
Learn how to bulk apply action buttons to your forms. |
Learn about show and hide retired folders under correspondence folder.put a hyperlink into a rich text user field. |
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Make your comments to a form either internal or public. |
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 Hyperlinks in
Fields |
Learn how to put a hyperlink into a rich text user fieldcreate and use Quick Text on one, many or all document types. |
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 Related User Field - Additional Criteria for Associating Forms
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Learn how to access additional criteria when searching for formsupload your signature and then apply it to a form. |
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Learn how to add related documents in a list table as well as import links. |