Workflows for End User

General

Learn the basics for viewing and filtering workflows

5:11

View Grid Data

General

Configure your grid and columns, view and filter your data set.

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.

5:03

Search Records and Navigate Form

General

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

4:12

Seach with Wildcards

General

Search with wildcards to refine results, e.g. "%", "_", /"...

12:46

Resource Console Overview v24.01

General,

Projects

1:37

Reminder Notification

Quick Search in Q360

Q360 Demonstration End to End Flow

General

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

1:46

Navigate record sets

General

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

7:29

Navigate Q360

General

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

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

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.