Tips and Tricks - Handy Hints

Addressing and Notifications

Can I address a form or transmittal to a Company, Role or All?

What happens when I address a form or transmittal to a Company, Role or All?

Contracts Admin

Can I change from Complex Commitments back to Simple?

Can I change the name of the labels on the Progress Payment Certificate?

Why can’t I edit a budget line item?

Correspondence

How do I know which collaborators have viewed my correspondence?

I need to import a form from another project what should I be aware of?

I need to push a form to another project what should I be aware of?

Status action buttons - which status should I start my action buttons on?

Managing Your Account

How to change email and preview email notification settings?

How do I log in for the first time?

How do I update my details?

I’ve forgotten my password?

My account is locked?

Publication Space

Can I distribute a document Privately?

Can I upload a document Privately to the Publication Space?

I want to upload separate file types to a placeholder what should I know beforehand?

How do I do markups to Word and Excel documents in a workflow?

How do I name my document in order for CX to recognise Doc#, Rev and Title?

How do I select multiple files or folders?

Importing via excel upload? What do I need to know about filling in the spreadsheet?

What is a Folder Admin?

Why can’t I see my plans on the mobile?

Why won’t my plans load on the mobile?

Searching

What wild cards (search operators) can I use when searching?

Videos

Are there videos I can watch to help me?