General > Splitting
Restrictions | Prevent users other than the author making changes to the document. | Toggle options on or off as required. You cannot reply to this document but you may split from it means no replies / comments can be made on the form. . Users can only Split from the document. When this is toggled on you can:
Only the Author can change Addressing for this document means only the document Author can add / remove names from the address list. Do not automatically put 'Split' into title if you want the split form created to not have the word "Split" in the title. Hide Split Button if you do not want the split button to show on the form. Do not add original message from line to the body of the document is on by default. Click here for more information about locking responses to forms at specific statuses. |
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Split Mode / Type | Select if you want type and mode to be available on your form. | Show Form Type Selection - By Default is toggled on. Classic Forms Only - By default show mode and security options is toggled on. Who can see it - who do you want to be able to see these options. Toggle on Show Exclusions to see which users are excluded from seeing this option. Click here for more information. |
Custom Split | Create Custom Split Buttons | Manage Custom Splits - you can configure a button to appear on the bottom of the Form. For more information click here. |
General > Contract Admin
This option shows for the Contract Form.
Click here for more information about Allow Unclaimed Line Items to be Changed after the First Claim is Raised.
Click here for more information about Show Linked Budget Line Column.
This option shows for the Budget Form.
Click here for more information on Budget Settings.
This option shows for the Contract Progress Claim and Provisional Sum Adjustment Claim Forms.
Click here for more information regarding Allow to claim more than 100% per line item.
Click here for more information regarding Include uncapped / hidden SoR rows in Retention Calculation.
This option shows for the Progress Payment Certificate.
Click here for more information.
This option shows for the Contract Variation (HCV), Provisional Sum Adjustment and Subcontractor Contract Variation Forms.
Click here for more information on Allow progress to be claimed per line item.
Click here for more information on Variation Assessment.
Click here for more information on Can edit the value of variations after a claim.
Click here for more information on Allow claims against unapproved variations.
For more information regarding Contract Admin configuration click here.
General > Default Values
Default values | Specify default text for some document fields. | In Title name you can specify the label for the Title box. In Title text, you can specify the default text that appears in the document title. In Header, you can enter information you would like to be displayed at the top of the text of this form, e.g. you may wish to include "according to clause xxx of the contract we hereby...". In Body, enter information you would like to display between the Header and Footer text of this form. In Footer and Footer2, enter information you would like to display at the bottom of the body text of this form, e.g. "this memo does not necessarily constitute a variation...". |
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General > Quick Text
Quick Text | Add quick text that applies to a single or multiple forms. | You can add quick text that can be applied to one or many forms. Click here for more on how to configure this. |
Layout (available in Classic View Only)
Layout | Select how the Action and Info user information will Display | Correspondence Style expands the Addressing of User information to include Company and Contact Numbers.  Form Style condenses the Addressing of User information to Names only.  Letter Style is only available to RIB CX. For further information please contact your RIB CX Consultant or Support.  Custom Style is if you have a custom style file. For further information please contact your RIB CX Consultant or Support. |
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