Getting Started Guide - New Version April 2016

Getting Started Guide - New Version April 2016

How Do I Start a New Form in the App?
  Starting a New Form in the App NOTE: You can only start a new form in the App if a Form has been created in the Management Portal and deployed to...
Fri, 17 Jun, 2016 at 3:12 PM
What is the Difference Between Syncing and Saving?
  Syncing & Saving Let’s understand the difference between Syncing and Saving Syncing Syncing ensures all information stored in the ...
Fri, 17 Jun, 2016 at 3:22 PM
How Do I Submit Forms in the App?
  Submitting Forms in the App When you have completed a form, click the Submit button at the top of the screen. The form will then leave the m...
Fri, 17 Jun, 2016 at 3:27 PM
How Do I Access the Jobs in the App?
Jobs in the App To access Jobs in the App, select the Jobs icon You will then have access to any Jobs that have been assigned to your User...
Fri, 17 Jun, 2016 at 3:35 PM
How Do I Access the Resources in the App?
  Resources in the App Access the Resources module by selecting the Resources icon in the main menu What is the Resources Module? ...
Fri, 17 Jun, 2016 at 3:42 PM
What is the Resources Module?
The Resources module is a powerful document management system to ensure that everyone has the latest copies of all documents, all the time. ______...
Fri, 17 Jun, 2016 at 4:11 PM
How Do I Add Documents to Resources?
Adding Documents to Resources In the Management Portal, you can create your own Folders and then add documents to those Folders. The documents will...
Fri, 17 Jun, 2016 at 3:44 PM
What Can Resources be Used For?
This is a great tool for documents like Pricing Schedules, Catalogs, Safety Information, MSDS’s (Material Safety Data Sheets), Licences, Insurance Certi...
Fri, 17 Jun, 2016 at 4:00 PM
Can I Assign Different Resources to Different User Groups?
Yes, you can assign different Resources to different User Groups.
Fri, 17 Jun, 2016 at 4:01 PM
Can I Set Auto Reminders for Resources?
Expiry Date with Auto-Notifications You can also include an Expiry Date to documents with an automated Reminder system included to remind you that your ...
Fri, 17 Jun, 2016 at 4:05 PM