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Groups – Create to Share Information
Groups – Create to Share Information
Go to ‘My Tools’ and select ‘Groups’ Click ‘Add New Group’ button Enter a Group Name Select colleague(s) on the left and click ‘Add’ Once you have all the group members added to the list on the right, click…
Frequently Asked Questions
Frequently Asked Questions
FAQ How do I create a Group? Multiple users can be added to a group and each person can be part of multiple groups. The new group will appear in the ‘My Groups’ list, below the ‘Add New Group’ button. My Tools – Groups. Click…
Tags
Tags
Tags provide a way to group projects (or companies) specific to the workflow. Up to 25 tags can be added per project/company Tags can be shared with colleagues under the same license (via Groups). Colors can be chosen for the tags. New tags are added on-the-fly;…
Share a Search
Share a Search
After saving your search, navigate to ‘My Tools’ > ‘Saved Searches.’ To the right of the saved search, locate the ‘Share icon’ (represented by a < symbol). Click the ‘Share icon’ to display a list of all existing…