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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...
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 informat...
Deleting a Dashboard

Created On: 06/08/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Builder Dashboards

Overview Administrators can publish a Dashboard when it is complete to allow other user access to the charts/reports within the Dashboard. Dashboards must be published to embed a Dashboard in a system Activity so users can view them. User Acc...
Embedding a Dashboard in an Activity

Created On: 06/08/2023 in Resolver Administrator Guide Admin Overview Application Management Applications

Overview Administrators can embed a Dashboard in an Activity, incorporating the Dashboard into the system. Warning: You must have at least one Published Dashboard before adding a Dashboard to an Application. Note: Unpublished D...
Adding an Aggregated Formula to a Group Table

Created On: 06/06/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Builder Charts

Overview Aggregated Formulas allow users to create new columns of data based on predefined aggregate functions (e.g., Running Average, Running Sum, Running Min, etc.) using Column Data from the Columns loaded in the Columns field. ...
Adding an Expandable Table to a Dashboard

Created On: 06/01/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Builder Charts

Overview Resolver’s Dashboard Builder allows Administrators to build custom Dashboards using the Dashboard Data Sets published within their Org. Before using the Dashboards feature, at least one Dashboard Data Set needs to be creat...