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111. Deleting a File from a Form

     Created On: 08/24/2023 in Resolver Administrator Guide Tools Document Management
     Overview Users can delete a file from a form if they no longer need to reference the information in the file. Related Information/Setup For more information on editing an attachment file, please see the Editing an Attachment Using Microsoft Of...

112. Viewing a Files Version History

     Created On: 08/24/2023 in Resolver Administrator Guide Tools Document Management
     Overview Users can review a file's version history. The Version History lists all previous file versions, version number, date and time, and created by/edited by. Related Information/Setup For more information on editing an attachment file...

113. Discarding File Changes

     Created On: 08/24/2023 in Resolver Administrator Guide Tools Document Management
     Overview Users can discard changes made to a file and revert to the previous file version. Related Information/Setup For more information on editing an attachment file, please see the Editing an Attachment Using Microsoft Office Web Applicatio...

114. Previewing a File

     Created On: 08/23/2023 in Resolver Administrator Guide Tools Document Management
     Overview Users can preview the content of a file on an Attachment card using the Preview function on the More Options dropdown menu. Related Information/Setup For more information on editing an attachment file, please see the Editing an Attach...

115. Editing an Attachment Using Microsoft Office Web Applications

     Created On: 08/23/2023 in Resolver Administrator Guide Tools Document Management
     Overview You can apply edits to an Attachment file using Microsoft Office web applications. An Administrator must enable the Allow Editing Online via Microsoft Office toggle switch, and users must have a current Microsoft Office license to edit...

116. Manually Uploading a New File Version

     Created On: 08/23/2023 in Resolver Administrator Guide Tools Document Management
     Overview Resolver will automatically version new files when uploaded by matching the file name and extension type. Navigation From the Home screen, search for a form with an attachment on the My Tasks list....

117. Enabling the Advanced Permissions - User Management Feature

     Created On: 08/22/2023 in Resolver Administrator Guide People Users
     Overview The User Management - Advanced Permissions feature allows Administrators to provide a user with Advanced Permissions. Advanced Permissions include: Creating new users Editing users (name and address fields) Enabling/Disabling users...

118. Opting into Document Management & New UI

     Created On: 08/21/2023 in Resolver Administrator Guide Tools Document Management
     Overview The Document Management feature displays attachments using the Card format, enabling document management features (Version Number, File Type Icon, File Name, Upload Date, Create By, etc.). User Requirements The user account you use to...

119. Generating a HAR File

     Created On: 07/31/2023 in Support FAQs General Computer Use
     Overview A HAR file is an HTTP Archive file that logs/tracks information between a web browser and a website. Some errors in Resolver are not tracked in Papertrail™ (e.g., browser related) A user can generate a HAR file to obtain logging in...

120. Deleting a Dashboard

     Created On: 06/08/2023 in Resolver Administrator Guide Advanced Reporting Dashboard Builder Dashboards
     Our new Dashboard feature is available upon request for the initial launch phase. Please contact your Customer Success Manager if you'd like to schedule implementation with our Services team. Overview Administrators can publish a Dashboard...

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