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Add a due date to an engagement procedure.
Add a New Company
Add a New External (Client) User Account
Add a New Internal User Account (Master Admin, Admin & Associate Users)
Add an Internal Document in an Engagement.
Add an Internal Note in an Engagement
Add an Internal Note in an Engagement.
Add new client to a company
Adding a comment in a question.
Adding a Letter Type
Adding a New Document
Adding a new event to a calendar.
Adding a New Procedure in Engagement
Adding a new Question in Engagement
Adding a Tool/Report/Data Inquiries/Procedures to Wishlist.
Adding a Tools/Report/Data Inquiries/Procedures to Cart.
Adding an answer to the question.
Adding Answers
Adding Communications
Adding or Customizing a Tool
Adding or Customizing Procedures
Adding or Editing a Snippet
Adding/Editing/Deleting a Engagement Stage for a Procedure
Adding/Editing/Deleting Procedure Stages
Adding/Removing Columns in the Summary Table
Advanced search function.
Answered questions list.
Assign an engagement procedure owner from engage staff list
Can I add multiple set of questions under one question?
Change password of user account.
Changing assigned staff.
Changing password of client account
Checking Current State of the Procedures List of a Particular Engagement type
Checking Current State of the Question List of a Particular Engagement type
Checking key Dates of an Engagement in Calendar Format.
Checking key dates of engagement.
Checking project related tasks in a calendar.
Checking recently viewed products.
Checking stage of engagement in Bar Chart.
Checking status of engagement in Pie-Chart.
Create a New Question
Creating a Duplicate of the Tool
Creating a new Engagement
Creating a New Narrative Template
Creating a Project Type
Creating an Industry Type
Creating Terminologies.
Deactivating/Reactivating a Procedure
Deactivating/Reactivating a Question
Deactivating/Reactivating a snippet
Delete a Company
Delete an Internal Document in an Engagement.
Delete client account related to a company
Delete communication
Deleting a Project Type
Deleting an engagement from a calendar.
Deleting an Industry Type
Deleting Procedures in Engagement
Deleting Terminologies.
Download documentation in an engagement.
Downloading the Information in a Specific Engagement
Duplicate an internal note to client note view.
Edit an Existing Company
Edit an internal document in an engagement.
Edit an Internal User Account
Edit client account related to a company
Edit Communications
Edit questions in the engagement
Editing a Project Type
Editing an account.
Editing an Engagement
Editing an Event in Calendar for a Particular Engagement.
Editing an event’s time zone in calendar for a particular engagement.
Editing an Industry Type
Editing Terminologies.
Engage Dashboard
Expand/Collapse the Engagement Procedures
Export all the tools in PDF or Excel file
Export Engagement Type and Related Question Count in PDF or Excel
Export Summary of Engagements in PDF or Excel.
Filter Questions by Industry and Project Type
Filtering Procedures based on Industry Type, Project Type, and State
Finding Data Inquiries based on authors.
Finding Data Inquiries based on Tags.
Finding Reports and Letters based on Authors.
Finding Reports and Letters based on Tags.
Finding tools based on Authors.
Finding tools based on tags.
Finding Workplan Procedures based on Authors.
Finding Workplan Procedures based on Tags.
Glossary
Go to Marketplace to View list of Tools/Data Inquiries/Procedure/Letter and Reports
Go to specific question category.
How do i create a copy of a report or a template?
How do I delete a procedure which was added earlier?
How do I delete a question which was added earlier?
How do i delete a report or template?
How do I delete a tool which was added earlier?
How do I edit a procedure which was added earlier?
How do I edit a question which was added earlier?
How do i edit a report or template?
How do i edit a snippet?
How do I edit a tool which was added earlier?
How to add headings and snippets to a template
How to check all the client accounts listed under a company?
How to download shared documents?
How to manage client access for completed engagements?
How to Modify or Remove Procedure in the Engagement
How to Preview an Engagement Documentation
How to Share Documents with Clients?
I am facing issues in related to formatting when i create a template based on snippets. How do i resolve formatting issues?
Import purchased Data Inquiry Questions into Manage section.
Import purchased Tools/Letters and Reports into Manage section.
Important Terms
Loading Procedures into an Engagement
Loading Questions into an Engagement
Manage Document Categories
Manage Snippet Categories
Manage/Edit an External (Client) User Account
Managing a Client Note
Mark a question for follow up.
Printing the list of questions.
Providing feedback for bugs.
Search Function.
Search Questions by Keyword or ID Number
See the current status of questions.
Send data inquiry questions outstanding reminders to Assigned Staff.
Send engagement's questionnaire update emails to assigned staff.
Send engagement's questionnaire update emails to client contacts.
Send invite for Client Contacts
Sending questions to Client in an Engagement
Show Tools/Reports/Data Inquiries/Procedures in Grid Format.
Show Tools/Reports/Data Inquiries/Procedures in List Format.
Sort Questions by Industry and Project Type
Sort snippets in a letter template.
Sort/Filter Tools.
Sorting Procedures
To update the stage of an Engagement
To update the status of an Engagement
Unanswered questions list.
Updating an engagement name from a calendar.
Updating key Engagement dates.
Updating status of an engagement by moving around engagement cards.
Updating the assigned staff in an engagement.
Updating the stage of an Engagement.
Updating the status of an engagement.
View a tool
View all Procedures of an Engagement Type
View All Questions Related to an Engagement Type
View all the Questionnaire added
View an Engagement
View an Engagement
View Communications
View Downloaded Tools and Resources from Marketplace
View engagement in client view.
View Internal Documents related to Engagement.
View Letter and Reports of a particular engagement.
View Procedures based on Engagement Type
View Procedures based on Keyword or Procedure ID #
View Procedures in an engagement.
View Procedures in an engagement.
View Question Engagement Types
View Questions in an Engagement.
View Questions related to Engagement
View Questions related to Engagement
View Records Related to a Particular Industry Type or Project Type
View tasks assigned
Welcome
What are different "Answer Types" and how to select correct answer type while creating a question?
Adding Procedures in an Engagement
How to Import Excel file in Manage Data Inquiries
How to Import Excel file in Manage Procedures.
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