MANAGE SECTION

Child Categories

1. MANAGE TERMINOLOGIES (3)
   • Creating Terminologies.
   • Editing Terminologies.
   • Deleting Terminologies.
2. MANAGE INDUSTRY AND PROJECT TYPES (7)
   • Creating an Industry Type
   • Creating a Project Type
   • Editing an Industry Type
3. MANAGE DATA INQUIRIES (10)
   • Create a New Question
   • Filter Questions by Industry and Project Type
   • Search Questions by Keyword or ID Number
4. Engagement Type (8)
   • View Question Engagement Types
   • Export Engagement Type and Related Question Count in PDF or Excel
   • View All Questions Related to an Engagement Type
5. MANAGE PROCEDURES (10)
   • Adding or Customizing Procedures
   • Adding/Editing/Deleting a Engagement Stage for a Procedure
   • Sorting Procedures
6. MANAGE TOOLS (6)
   • Adding or Customizing a Tool
   • How do I delete a tool which was added earlier?
   • How do I edit a tool which was added earlier?
7. MANAGE DOCUMENT CATEGORIES (1)
   • Manage Document Categories
8. MANAGE LETTERS AND REPORTS (12)
   • Adding or Editing a Snippet
   • Creating a New Narrative Template
   • How to add headings and snippets to a template
9. MANAGE CLIENT ADMINISTRATION (9)
   • Add a New Company
   • Edit an Existing Company
   • Delete a Company
10. MANAGE USER ACCOUNTS (5)
    • Add a New Internal User Account (Master Admin, Admin & Associate Users)
    • Edit an Internal User Account
    • Add a New External (Client) User Account
11. MANAGE COMMUNICATIONS (4)
    • Adding Communications
    • View Communications
    • Edit Communications