Updated Articles

  1. Generating a New Portal URL

    Overview External and occasional stakeholders can access the Confidential Portal using the Portal Login URL provided by their Resolver Administrator or organizational partner. User Account Requirements The user account yo...
  2. Release 25.3

    25.3 Features Portal Agent Note: If you are interested in learning more about this feature and enabling it on your Org, please contact your Customer Success Manager. The Portal Agent, the first feature of Resolver's n...
  3. Version 25.2.1 Release (Dispatch)

    Dispatch Bug Fixes ORG images will be displayed as intended when searching for an Org (dropdown), in On Duty view, and within the Organization screen. Closed Dispatch filtering will only include closed dispatches included in the selected operat...
  4. User Audit Trail Events & Filters

    Descriptions and notes about the columns, subjects, events, and filters in the User Audit Trail.
  5. Searching Activity Views

    Overview Users can search through activity views in Resolver to access their most relevant objects first. Related Information/Setup Please refer to the Views  section for more information in using views in Resolver.  N...
  6. Adding Tooltips to a Chart

    Overview Users can create Tooltips that appear as a pop-up when they hover their cursor over a Chart data point. By default, the Tooltip pop-up displays the same data used to generate each data point in the Chart. If the data point value for a ...
  7. Enabling the Requirement Similarity Feature on an Org

    Overview From the Feature Access screen, Administrators and Settings Management advanced permission users can self-enable the Requirement Similarity feature on their Orgs.  User Account Requirements The user must have A...
  8. Using the Requirement Similarity Feature on a Form

    Overview The Requirement Similarity feature is an AI-powered feature that allows Compliance teams to identify similar requirements both within the same framework and across different frameworks. This feature analyzes the requirement nam...
  9. Adding the Requirement Similarity Feature to a Form

    Overview The Requirement Similarity feature is an AI-powered feature that allows Compliance teams to identify similar regulatory obligations (requirements) both within the same framework and across different frameworks. User Account Require...
  10. Import File Attachments

    Instructions on importing files into Attachment fields via the Data Import tool in Core.