Workflows for End User

General

Learn the basis for viewing and filtering workflows

4:14

Wildcard use in Q360

General

2.18

Standard Toolbar for User by Job Role

General

Access quick launch tool bar items to commonly used forms based on your job role.

1:32

Sort and Change Grid Columns

General

Manipulate columns to get a customized view

4:53

Search Records and Navigate Form

General

Search Records and Navigate Form - a navigation tour for a new user

2:03

Route Site Locations with Google Maps

General

12:46

Resource Console Overview v24.01

General,

Projects

1:37

Reminder Notification

Quick Search in Q360

Navigate record sets

Navigate or skip to of your list of records in any form or report.

1:48

Link Documents

General

From any document grid, select one or more rows, and then drag them to a different document grid.

5:26

Invoice Print Queue 23.01

General

2:01

Group and Total Grid Data

General

Group grid rows into sets and total the sets

2:21

Filter Grid Data

General

Filter grids to refine the displayed data

4:20

External User Changes 23.01

General

1:09

Export Grid Data

General

Export grid data to Excel and PDF

3:39

Explore Q360 Main Menu and Layout

General

Explore Q360 Main Menu and Layout - a navigation tour for a new user

7:10

Documentation – eAcceptance

General

Secure mechanism to request a digital signature from a Q360 contact via their email address. Option for a user with appropriate permission to a) request an "eAcceptance" from any document grid or print modal form, b) view document properties attributes relating to eAcceptance stats and history.