Documents – Rename Mode

Documents – Rename Mode

Documents - Rename Mode The Rename mode enhancement is available under the Options button (top right of the documents list).  Check this option to enter rename mode, and uncheck the option to exit rename mode. While rename mode is active, clicking the document names...
Documents – Color Code Document Names

Documents – Color Code Document Names

Documents - Color Code Document Names This enhancement adds the ability for users to select a display color for their document.  These colors can be used for classification or highlighting purposes. This option is located in the modify profile screen directly below...
Database – Sortable View Lists

Database – Sortable View Lists

Database - Sortable View Lists This feature allows database views to be sorted by drag-and-drop. Under the modify views section of a database, there is three horizontal lines (sort handle) to the left of the name that can be selected dragged to move the view item up...
Database – Key Field Designation

Database – Key Field Designation

Database - Key Field Designation This enhancement adds the ability to set the “Key Field” in a database.  This can be used to identify the record in places where multiple record information is displayed (e.g. Audit Summary Report). This option can be selected when...
Documents – Color Code Folder Names

Documents – Color Code Folder Names

Documents - Color Code Folder Names This enhancement adds the ability for users to select a display color for their folder.  These colors can be used for classification or highlighting purposes. This option is located in the modify folder screen directly below the...