Correspondence / Documents
- 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.
Respond to a Form
How to respond to an RIB CX Form.
Split from a Comment
Learn how to split form a comment.
Bulk Apply Action Buttons
Learn how to bulk apply action buttons to your forms.
Bulk Update Status of Forms
Learn how to update the status of bulk forms.
Distribution Rules / Lists
Streamline project communication with Distribution rules and Lists.
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.
Link Forms and Documents
Learn about linking your Forms to other relevant communication on your Project for complete auditability.
Related User Field - Additional Criteria for Associating Forms
Learn how to access additional criteria when searching for forms.
Creating a Form
Learn about creating Forms in RIB CX, addressing them and managing your project communication
Split from a Forms
Learn about creating a traceable, secure communication to other Forms from an original conversation.
Addressing Groups
Learn how to address groups on forms.
Bulk Assign User Field Value
Learn how to bulk assign user field values to multiple forms.
Bulk Update Status of Linked Forms
Learn how to update the status of all linked forms in one go.
Display Retired Folders Under Correspondence
Learn about show and hide retired folders under correspondence folder.
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.
List Table and Document List (Related) User Field
Learn how to add related documents in a list table as well as import links.
Upload Signature and Apply to a Form
Learn how to upload your signature and then apply it to a form.