General > Toolbar
Handover Report | Add Handover report button to toolbar. | Toggle on if you want this button to appear on the form toolbar. You can change the Name of the Button if required and choose who will have access to this button. Toggle on "Show Exclusions" to view exclusions. This is useful for handover of work lots. Please note only Document Type Admins have access to this section by Default. Click here for how to set up Document Type Admin. Alternatively you can add users, groups etc to give them access. Click here for how users will view and use this button. |
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Bulk Update Status for Linked Docs | Add a Bulk Update Status button to the toolbar. | Toggle on if you want a button to appear on the toolbar of the form. The name on this button can be modified if required.  Click here for more information regarding setting this up. Click here for more information on how the user sees and uses this. |
Create a Tender Package | Add a button to the toolbar that allows users to create a tender package. | Toggle on to have a button appear on the toolbar of this form. You can rename the text of the button if required. This button will only be clickable on the form if the form is in the closed status and you are a tender admin. Click here to set up users as tender admins. Click here for further information on how to create a tender package.  |