changes.mady.by.user Mary Nuznov
Saved on Oct 14, 2024
Saved on Oct 24, 2024
File Management
How do I archive files and get them back from being archived?
How do I bulk upload documents?
How do I see if a file is externally visible?
Reports
How do I view and run reports or request that a new one be created?
How do I run a user actions history report?
Activity Management
Our coverage area changed, how do I update this so activity assignments are accurate based on county/coverage?
How do I move an unlinked activity on the Submission Queue to an entity?
How do I bulk transition several activities to a different status? How do I link activities together?
Generated Documents
How do I edit a generated document?
How do I bulk download generated documents on activities?
Activity Search
How do I create work a list from an activity search?
Linked Activities and Documents
How do I link activities together?
How do I use the Linked Documents Tab?
Other
How do I use the PDF Review functionality?
What are the different contributor roles that are available for external users?