Project Options
28 articles
- Define File Statuses in a Project
- Define Form Statuses in a Project
- Set Up Forms in a Project (based on Type)
- Add Standard Form Templates to a Project
- Define the Purposes of Issuing Files in a Project
- Define Distribution Groups in a Project
- View Access History on a Project
- View the Working Calendar on a Project
- Clone a Project from a Project Template
- Define User Roles and Access on a Project
- Assign Role Privileges on a Project
- Role Privileges and Their Impact
- Assign Proxy Access for Users on a Project (as an Admin)
- View Roles History on a Project
- Assign Form Permissions on a Project
- Add Users to a Project
- Remove Users from a Project
- Assign Your Proxy Access to Users on a Project
