Add a Title, Collaborators and Status

Before submitting the document you need to fill in the Mandatory fields in each of the Tabs. In this section we will focus on the mandatory fields in the Details tab.

Add a Title

1. On the details tab, tap in the title.

2. Enter your text.

3. Click Done when finished.

Open

Open

Change the Status

1. Click on the status field.

2. Select the status you want.

3. The status field will update accordingly.

Note:  you can only change the status according to the permissions set.

Add an Action User by Searching

1. Click on the + icon in the Action User section.

2. Search for the user you want to add by typing in their name.

3. Once you find the user you want just tap on their name.

4. This user will then be added to the Action user section.

5. You can add multiple users this way.

Add an Action User From the Address Book

1. You can also add a new user by tapping on the + icon.

2. This time without searching click on the + icon next to the search bar.

3. You will be shown a list of users grouped by Name or Company.

4. You can scroll through the list of users and add the users you want.

Add an Info User

Follow the same steps as adding an action user.

Address an Entire Company

You could also add the entire company as an info user by clicking "Select All" under the Company grouping.

Remove a User from Addressing

Please note that RIB CX does not allow you to remove any users that are already saved on a document. 

Therefore you can only remove newly added users before the document has been saved.

1. Tap on a newly added user.

2. An X icon will be shown next to their name.

3. Tap on the X and the user will be removed.

Another way to remove a user is to:

1. Click on the + sign after adding the new user (eg Alexander Marsh in Info).

2. Click Edit.

3. And go to the Remove Tab.

4. This will list all the users you are allowed to remove.

5. Select the user you want to Remove.

6. Click Remove.