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.

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. "%", "_", /"...

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

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.