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Desktop Users

Desktop Users

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

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

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

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

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