Desktop Users | DaVinci Help Center

Desktop Users

54 articles in this collection
Written by Don and Jared

Financials - Charges & Time

Reopening a Job to Enter Charges

Written by Don
Updated over a week ago

Job Charges and Billing Codes in Job Manager

Written by Jared
Updated over a week ago

Adding Job Charges

Written by Jared
Updated over a week ago

Entering Charges at the Activity Level

Written by Jared
Updated over a week ago

Introduction to Financials (Job Manager)

Written by Jared
Updated over a week ago

Operating Issues

How to 'Report a Problem' in the Desktop Application

Written by Don
Updated over a week ago

Projects

Adding Jobs to Existing Projects

Written by Don
Updated over a week ago

Accessing Projects from the Job Ticket

Written by Don
Updated over a week ago

Creating a Project with Jobs

Written by Don
Updated over a week ago

Running a Project and Related Jobs

Written by Don
Updated over a week ago

Workflow - Dashboards

Multiple Dashboard Views

Written by Don
Updated over a week ago

Widget Advanced Search

Written by Don
Updated over a week ago

The 'Projects' Widget

Written by Don
Updated over a week ago

The 'Jobs' Widget

Written by Don
Updated over a week ago

The 'To Do' Widget

Written by Don
Updated over a week ago

Dashboards: Setup & Navigation

Written by Don
Updated over a week ago

Workflow - Intake

Reviewing & Routing Requests

Written by Don
Updated over a week ago

Job Ticket

Written by Don
Updated over a week ago

Workflow - Shared Files

Sharing Files through Email

Written by Don
Updated over a week ago

Uploading Files for Review in the Proofer

Written by Don
Updated over a week ago

Checking Actioned Proofs

Written by Don
Updated over a week ago

Shared Files: Overview & Navigation

Written by Don
Updated over a week ago

Using Tags to Finish Activities & Upload Proofs

Written by Don
Updated over a week ago

Reporting - Finds

Exporting a Find in Excel Format

Written by Don
Updated over a week ago

Locating Information through Finds

Written by Don
Updated over a week ago

Workflow - Production Files

Moving Accidentally Archived Files Back into Production

Written by Don
Updated over a week ago

Mass Delete a Keyword from Digital Resources

Written by Don
Updated over a week ago

Production Files: Overview & Navigation

Written by Don
Updated over a week ago

Digital Resources & Metadata

Written by Don
Updated over a week ago

Workflow - Schedule

Routing, Activating, & Reactivating Activities

Written by Don
Updated over a week ago

Linking Job and Project Schedules

Written by Don
Updated over a week ago

How to Re-Activate Completed Jobs

Written by Don
Updated over a week ago

Editing Your Schedule

Written by Don
Updated over a week ago

Job Schedule: Overview & Navigation

Written by Don
Updated over a week ago

Assigning Roles and Resources

Written by Don
Updated over a week ago

Installation

Changing the Database URL

Written by Don
Updated over a week ago

Updating the Desktop Application

Written by Don
Updated over a week ago

Installing the Desktop Application

Written by Don
Updated over a week ago

Understanding Workgroups DaVinci

Written by Don
Updated over a week ago

Workflow - Communication

Discussion Notes: How do they work?

Written by Don
Updated over a week ago

Workflow Activity Notes

Written by Don
Updated over a week ago

Workflow - History

Proof Audit & Proof History

Written by Don
Updated over a week ago

Accessing Job/Project History

Written by Don
Updated over a week ago

Review & Approval

Comparing Versions

Written by Don
Updated over a week ago

How to Find Completed Proofs

Written by Don
Updated over a week ago

Group Proofs

Written by Don
Updated over a week ago

Make Your Decision

Written by Don
Updated over a week ago

Reporting - Predefined Reports

Project Level Metrics Report

Written by Don
Updated over a week ago

Employee Utilization Report

Written by Don
Updated over a week ago

The Resource Availability Widget

Written by Don
Updated over a week ago

Billable Utilization Report

Written by Don
Updated over a week ago

Activities Calendar Report

Written by Don
Updated over a week ago

Chargeback Report

Written by Don
Updated over a week ago

The 'Reports' Widget

Written by Don
Updated over a week ago