Correspondence / Forms

Effective communication and management across every project

Correspondence Overview

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

Click Here >

Respond to a Form

How to respond to an RIB CX Form.

Click Here >

Split from a Comment

Learn how to split form a comment.

Click Here >

Bulk Apply Action Buttons

Learn how to bulk apply action buttons to your forms.

Click Here >

Bulk Update Status of Forms

Learn how to update the status of bulk forms.

Click Here >

Distribution Rules / Lists

Streamline project communication with Distribution rules and Lists.

Click Here >

GPS Coordinates and Pin to Map

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

Click Here >

Hyperlinks in Text Fields

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

Click Here >

Link Forms and Documents

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

Click Here >

Related User Field - Additional Criteria for Associating Forms

Learn how to access additional criteria when searching for forms. 

Click Here >

Creating a Form

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

Click Here >

Split from a Forms

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

Click Here >

Addressing Groups

Learn how to address groups on forms.

Click Here >

Bulk Assign User Field Value

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

Click Here >

Bulk Update Status of Linked Forms

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

Click Here >

Display Retired Folders Under Correspondence

Learn about show and hide retired folders under correspondence folder.

Click Here >

Internal and Public Comments

Make your comments to a form either internal or public.

Click Here >

Quick Text

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

Click Here >

List Table and Document List (Related) User Field

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

/wiki/spaces/cxKB/pages/23202354

Upload Signature and Apply to a Form

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

Click Here >