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Correspondence / Forms

Correspondence / Forms

Effective communication and management across every project

Correspondence Overview

A quick intro into how RIB CX manages your project correspondence using Forms.

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Creating a Form

Learn about creating Forms in RIB CX, addressing them and managing your project communication

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Respond to a Form

How to respond to an RIB CX Form.

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Split from a Form

Learn about creating a traceable, secure communication to other Forms from an original conversation.

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Split from a Comment

Learn how to split form a comment.

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Action / Workflow Buttons

Learn how to use Action / Workflow Buttons on forms.

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Addressing Groups

Learn how to address groups on forms.

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Associate (Link) Forms and Documents

Learn about associating your Forms to other relevant communication on your Project for complete auditability.

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Bulk Apply Action Buttons

Learn how to bulk apply action buttons to your forms.

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Bulk Assign User Field Value

Learn how to bulk assign user field values to multiple forms.

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Bulk Update Status of Forms

Learn how to update the status of bulk forms.

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Bulk Update Status of Linked Forms

Learn how to update the status of all linked forms in one go.

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Distribution Rules / Lists

Streamline project communication with Distribution rules and Lists.

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Display Retired Folders Under Correspondence

Learn about show and hide retired folders under correspondence folder.

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Document List User Field (Related User Field) - Additional Criteria for Associating Forms

Learn how to access additional criteria when searching for forms. 

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GPS Coordinates and Pin to Map

Learn how to create Polygon or Pin to a Map from a Form. 

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Hyperlinks in Text Fields

Learn how to put a hyperlink into a rich text user field. 

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Internal and Public Comments

Make your comments to a form either internal or public.

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Quick Text

Learn how to create and use Quick Text on one, many or all document types. 

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Upload Signature and Apply to a Form

Learn how to upload your signature and then apply it to a form. 

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Using List Tables

Learn how to add related documents in a list table as well as import links. 

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