Standard Documents

Learn how the Standard Documents work.

• How to create an Entry
• How to populate Text Fields
• How to add a Date
• How to complete a dropdown field
• How to complete a time field
• How to use Help Icons
• How to add new options into an existing list
• How to add Comments
• How to add References
• How to add Users to an Entry
• How to change the Ball in Court (BIC)
• How to move entries through a workflow
• How to use the File Cabinet
• How to capture Emails
• How to run a Project Archive
• How to create an adjustment entry for Pay Periods