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Adding New Elements to a Data Definition

Created On: 09/08/2023 in Resolver Administrator Guide Admin Overview Data Model Data Definitions

Overview Users can add new elements to a Data Definition if the system indicates it is not currently being used. User Account Requirements The user account you use to log into Resolver must have Administrator permission to access the Data De...
Downloading a File

Created On: 08/24/2023 in Resolver Administrator Guide Admin Overview Tools Document Management

Overview Users can download attachment files from forms in Resolver. Related Information/Setup For more information on editing an attachment file, please see the Editing an Attachment Using Microsoft Office Web Applicatio...
Renaming a File Attached to a Form

Created On: 08/24/2023 in Resolver Administrator Guide Admin Overview Tools Document Management

Overview Users can rename a file attached to a form. Related Information/Setup For more information on editing an attachment file, please see the Editing an Attachment Using Microsoft Office Web Applications article. Editing an Attachment U...
Deleting a File from a Form

Created On: 08/24/2023 in Resolver Administrator Guide Admin Overview 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...
Viewing a Files Version History

Created On: 08/24/2023 in Resolver Administrator Guide Admin Overview 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, pl...
Discarding File Changes

Created On: 08/24/2023 in Resolver Administrator Guide Admin Overview 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...
Previewing a File

Created On: 08/23/2023 in Resolver Administrator Guide Admin Overview Tools Document Management

Overview Users can preview the content of a file on an Attachment card using the Preview function. Related Information/Setup For more information on editing an attachment file, please see the Editing an Attachment Using Microsoft Office Web Ap...
Editing an Attachment Using Microsoft Office Web Applications

Created On: 08/23/2023 in Resolver Administrator Guide Admin Overview 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...
Manually Uploading a New File Version

Created On: 08/23/2023 in Resolver Administrator Guide Admin Overview 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....
Opting into Document Management & New UI

Created On: 08/21/2023 in Resolver Administrator Guide Admin Overview 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...