Tips and Tricks - Handy Hints
- Rebecca David
- Jane Padgett
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?
Quality
How do I create a handover report for my work lots?
I am having issues downloading my handover report!
Managing Your Account
How to change email and preview email notification settings?
How do I log in for the first time?
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?
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
Keyboard Shortcuts
Selecting More than One Document / Form at Time
SHIFT + selecting documents allows you to select more than one document at a time.
SHIFT + selecting one checkbox and then another further down will select all the checkboxes in between.
CTRL + selecting documents allows you to select more than one document but out of sequence.
CTRL + A = select all
CTRL + B = for Bold text
CTRL + C = copy (select text first to copy)
CTRL + I = italics
CTRL + U = underlined text
CTRL + V = paste