Tips and Tricks - Handy Hints

Contracts Admin

Can I change from Complex Commitments back to Simple?

Why can’t I edit a budget line item?

Correspondence

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

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

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

Publication Space

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

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

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

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

Why won’t my plans load on the mobile?

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

Searching

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