Correspondence / Forms
- Damith Samarakoon
- Rebecca David
- Former user (Deleted)
Effective communication and management across every project
Correspondence Overview
A quick intro into how RIB CX manages your project correspondence using Forms. |
Creating a Form
Learn about creating Forms in RIB CX, addressing them and managing your project communication |
Respond to a Form
How to respond to an RIB CX Form. |
Split from a Form
Learn about creating a traceable, secure communication to other Forms from an original conversation. |
Split from a Comment
Learn how to split form a comment. |
Action / Workflow Buttons
Learn how to use Action / Workflow Buttons on forms. |
Addressing Groups
Learn how to address groups on forms. |
Associate (Link) Forms and Documents
Learn about associating your Forms to other relevant communication on your Project for complete auditability. |
Bulk Apply Action Buttons
Learn how to bulk apply action buttons to your forms. |
Bulk Assign User Field Value
Learn how to bulk assign user field values to multiple forms. |
Bulk Update Status of Forms
Learn how to update the status of bulk forms. |
Bulk Update Status of Linked Forms
Learn how to update the status of all linked forms in one go. |
Distribution Rules / Lists
Streamline project communication with Distribution rules and Lists. |
Display Retired Folders Under Correspondence
Learn about show and hide retired folders under correspondence folder. |
Document List User Field (Related User Field) - Additional Criteria for Associating Forms
Learn how to access additional criteria when searching for forms. |
GPS Coordinates and Pin to Map
Learn how to create Polygon or Pin to a Map from a Form. |
Hyperlinks in Text Fields
Learn how to put a hyperlink into a rich text user field. |
Internal and Public Comments
Make your comments to a form either internal or public. |
Quick Text
Learn how to create and use Quick Text on one, many or all document types. |
Upload Signature and Apply to a Form
Learn how to upload your signature and then apply it to a form. |
Using List Tables
Learn how to add related documents in a list table as well as import links. |