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Desktop Users
Desktop Users
D
By Jared and 1 other
2 authors
54 articles
Financials - Charges & Time
Reopening a Job to Enter Charges
Job Charges and Billing Codes in Job Manager
Adding Job Charges
Entering Charges at the Activity Level
Introduction to Financials (Job Manager)
Operating Issues
How to 'Report a Problem' in the Desktop Application
Projects
Adding Jobs to Existing Projects
Accessing Projects from the Job Ticket
Creating a Project with Jobs
Running a Project and Related Jobs
Workflow - Dashboards
Multiple Dashboard Views
Widget Advanced Search
The 'Projects' Widget
The 'Jobs' Widget
The 'To Do' Widget
Dashboards: Setup & Navigation
Workflow - Intake
Reviewing & Routing Requests
Job Ticket
Workflow - Shared Files
Sharing Files through Email
Uploading Files for Review in the Proofer
Checking Actioned Proofs
Shared Files: Overview & Navigation
Using Tags to Finish Activities & Upload Proofs
Reporting - Finds
Exporting a Find in Excel Format
Locating Information through Finds
Workflow - Production Files
Moving Accidentally Archived Files Back into Production
Mass Delete a Keyword from Digital Resources
Production Files: Overview & Navigation
Digital Resources & Metadata
Workflow - Schedule
Routing, Activating, & Reactivating Activities
Linking Job and Project Schedules
How to Re-Activate Completed Jobs
Editing Your Schedule
Job Schedule: Overview & Navigation
Assigning Roles and Resources
Installation
Changing the Database URL
Updating the Desktop Application
Installing the Desktop Application
Understanding Workgroups DaVinci
Workflow - Communication
Discussion Notes: How do they work?
Workflow Activity Notes
Workflow - History
Proof Audit & Proof History
Accessing Job/Project History
Review & Approval
Comparing Versions
How to Find Completed Proofs
Group Proofs
Make Your Decision
Reporting - Predefined Reports
Project Level Metrics Report
Employee Utilization Report
The Resource Availability Widget
Billable Utilization Report
Activities Calendar Report
Chargeback Report
The 'Reports' Widget
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