General – Q360 Help Center

4:40

Add a Record to Q360

Add a Record to Q360 - basics for a new user

3:28

Advanced Search in Q360

2:31

Copy Workflows

Copying an existing workflow to create a new workflow can help to save time and effort

7:23

Create and Use Global Comments

Store statements of text for re-use across users, e.g. for Statement of Work ("SOW") on Sales Quotes, standardized response to inquiries, letters...

3:50

Create Workflows from Scratch

Build workflows from the ground up

7:17

Documentation – eAcceptance

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.

2:44

Email Options for Live Data Reports (Schedule LDRs)

Schedule routine or one time emailing of live data reports via the live data report's ("LDR's") “Schedule Report” button.

1:09

Export Grid Data

Export grid data to Excel and PDF

4:20

External User Changes 23.01

2:21

Filter Grid Data

Filter grids to refine the displayed data

2:01

Group and Total Grid Data

Group grid rows into sets and total the sets

5:26

Invoice Print Queue 23.01

1:48

Link Documents

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

9:21

Navigate Q360

Explore Q360 Toolbar and Layout - a navigation tour for a new user

1:46

Navigate record sets

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

6:87

Q360 Demonstration End to End Flow

Preview a demonstration of a sample end-to-end operational flow in Q360

3:02

Q360 Stride Mobile App – My Task List

Q360 Stride, mobile app > My Tasks list for a given day shows every active item whose scheduled span covers that day - and each scheduled window is its own card.; 'past due' items are separate.