My Tasks
- Introduction general function
- Difference among
Unread
,Outstading
andOverdue
Documents
Upload a new document
Search documents (Document Register/Temporary Files)
Send document using Transmittal
Open/download documents
Supersede document (single)
Document history
Multiple document download
Save Custom Search
Multiple file Upload
- Copy-To Panel
- Upload Profile
Bulk Processing
Bulk Supersede
Mail
- Create Mail (+ simple attachment)
- Difference between Transmittal Documents and Mail Attachments
- Search Mails
- Save Custom Search
- Show my Mail only
- Transmittal - Document Attachments Actions
User Setup
- Mail signature
- Notification type
- Session time
My Tasks - Project Details
Project Settings
- Role settings
- Custom Mail Forms
- Document Fields
- Document Numbering
User Account List
Create New User (add user to the project)
Invite existing user to project
Reset password
Unlock/Disable User account
Assign User Role