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Articles tagged "items" returned 85 results.
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Search, Sort & View
...You can easily find items using the Search field. Simply enter the characters then enter to find items matching all or part of the search criteria. Close modal Sort...
Gallery
...for files (for example against a project one gallery could be created for “Site Photos” and another gallery created for “Financial Documents” ). Galleries help keep files organised against items...
Viewing & Editing Lists
...against the item Open the list from the left hand side of the screen Scroll between the items on the list Close the item and return to main list Close...
Using LiveChat Integration
...created, click the Refresh button in the chat to display the new information. Close modal Creating Gold-Vision Items There is also the option to create new Gold-Vision items – for...
Pin to Home Page & Menu
...and customise your own menus from the Cog icon. Close modal Pin Items to Menu Filtered lists, New Menus and items can all be pinned to your custom menu. Click...
What’s New in Gold-Vision 8
...where more than one option is required. Close modal Correspondence view is another new and exciting addition to all Gold-Vision items which provides you with a full picture of vital...
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
Configuring the Adobe Sign Integration
...authentication in the Social authentication list Close modal Screen designing Once authentication has been completed, users need to add the Adobe Sign section to the Gold-Vision items screens where documents...
Configuring DocuSign Integration
...users need to add the eSign section to the Gold-Vision items screens where documents are required to be sent from. Usually the item will be the same as the item...
Using SharePoint Online Integration
...Online “site” and accessed through the product. The integration is capable of the following:- Automatically create folders in your Sharepoint Online site and link them to Gold-Vision items Allow users...
