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