Tips & Tricks

The new Fiscal Year is here! How do I change the Fiscal Year on my site?
The new Fiscal year is here and it may be time to change your site settings to reflect the new year. This can be done by following a few easy steps: Cl...
Fri, 26 Oct, 2018 at 7:50 PM
The new Fiscal Year is here! Need to reset purchases to date totals?
To reset purchases to date totals for each user please follow these few easy steps*:  Select Utilities on the Home Page. Navigate to System Utilities ...
Tue, 4 Dec, 2018 at 9:47 PM
How to refine searches
The table below includes the "Search Operators" you are able to use on search pages in the application.  The "Regulation Research&qu...
Mon, 15 Oct, 2018 at 1:12 PM
Managing your Tasks list
Any tasks that are due in the next seven days will show up in your Tasks widget. Each document in the list is a hyperlink. Click the link to quickly access ...
Thu, 28 Feb, 2019 at 3:15 PM
Setting up user Defaults
Users are able to set up defaults for commonly used addresses and agency required custom fields. These fields are configurable under My Profile | Defaults a...
Tue, 4 Dec, 2018 at 9:48 PM
Multi-file Upload - Drag and Drop from Outlook Email into the application
While the application does not currently have the ability to drag-and-drop files directly from Outlook into the application directly, here is a quick trick ...
Mon, 15 Oct, 2018 at 1:25 PM
Editing a user's dictionary
Users have the ability to edit their own dictionary by either adding or removing words. This is easily accomplished by navigating to My Profile | Spell Chec...
Mon, 15 Oct, 2018 at 1:12 PM
How do you enable/disable certain functions within a module for a specific user group?
To view, enable or disable a security group's access to a specific module, you can follow these simple steps: Navigate to System Setup | Security ...
Mon, 15 Oct, 2018 at 12:48 PM
How to manage the list of 'allowed' file extensions for uploads
System Administrators have access to the System Setup | Whitelist where they can add, edit, or delete the 'allowed' file extensions for files. The...
Tue, 4 Dec, 2018 at 9:49 PM
How do I set up my Purchase Card?
If you are looking to set up a purchase card, please use the following navigation: My Profile | Purchase Cards | Add or Edit The purchase cards that...
Tue, 4 Dec, 2018 at 9:37 PM