Process >> Template
Processes in RPM can be downloaded as a XML file and imported into RPM again to create the template of the process. This can be useful if you want to create...
Fri, 6 Oct, 2023 at 2:16 PM
Process security allows you to edit user access to the forms in the Process. User security access can be changed for Staff User, Agency Users, and Customer ...
Fri, 20 Oct, 2023 at 1:52 PM
Whether it be a safety meeting, work order, quote, or inspection process collecting a signature is an important component. Signatures can be collected after...
Wed, 25 Oct, 2023 at 9:02 AM
An electronic signature, defined by the Canadian Personal Information Protection and Electronic Documents Act (PIPEDA), is “a signature that consists of one...
Wed, 25 Oct, 2023 at 9:04 AM
Layouts are used to create a custom report that can be printed or exported to a PDF file from a Process form. This can be useful for summarizing your Q...
Thu, 5 Dec, 2024 at 2:28 PM
Style sheets are used as a framework for creating Layouts. Layouts can be used to email or print quotes, orders or contracts branded with your logo and mak...
Mon, 9 Dec, 2024 at 1:20 PM
Enable Quick Share from Settings. There are two quick share options, internal and external. Internal quick share is to be used for users. Exte...
Mon, 28 Aug, 2023 at 12:12 PM
To enable users to view the source form of a layout, add a short URL from the Form information section in layout menu.
Mon, 12 Apr, 2021 at 12:20 PM
Visibility & names determines which boxes you see on your Process forms. You have the ability to rename, hide, or show the boxes that appear on the page...
Fri, 3 Nov, 2023 at 1:47 PM
Template settings allow you to change how the Process is displayed. You will also be able to edit the process security settings from this page as well. ...
Fri, 1 Dec, 2023 at 2:00 PM