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If you have an administrator role, you can create a workflow template as a template that project managers will use...
June 18th, 2021 2426 views 0 likes
When creating a new template, the admin can choose to import one from an existing project (Project workflows), or an...
June 19th, 2021 2263 views 0 likes
Log into CloseOut. Make sure that the Watermark option is set for specific project. In the Administration tab select Projects....
June 19th, 2021 2498 views 0 likes
If you are the Admin, once you've created a new workflow template, you can customize it by copying elements (folders,...
June 19th, 2021 2324 views 0 likes
To edit an existing project workflow: Log into CloseOut. In the Administration tab, select Templates . In the drop-down menu...
June 23rd, 2021 2516 views 0 likes
In CloseOut, you can set AI validation models for your photo placeholders. You can add the AI model while creating...
July 27th, 2021 2360 views 1 likes
In CloseOut, you can set the "image resize" option for your photo placeholders. You can set it while creating a...
April 7th, 2022 2089 views 0 likes
Checklists can include single, multiple-choice lists, or free-text form answers to a question that you can create for field technicians....
April 18th, 2022 2052 views 0 likes
After your Admin created Placeholder Categories on a Tenant, you can assign them to a whole project, or to specific...
June 20th, 2022 1718 views 0 likes
Click Administration > PDF Templates to view the list of available PDF Templates for your documentation export. You can create a...
July 29th, 2021 2080 views 0 likes