Getting Started
25 Articles
- Getting Started with iPE
- Getting Help
- How to Search for your Data in Lists
- How to Show More Columns in a Table
- Saving your List View
- Saving your Personalization Table as a View
- How to Download Lists to Excel
- Explains how to upload data from Excel into the iPE application.
- How do I Comment on Something?
- How to Upload Documents as Attachments
- How to View and Download Documents
- How to Track Milestones or Due By Tasks & Dates
- What is a Parametric Formula
- Defining Company Parameters
- What is a Base Parameter
- How to Tag My Estimate
- How to Define Tags (Custom Fields) for my Project or Proposal
- How do I know Who Changed my Document
- How to Log In and Out
- How to View/Edit User Preferences
- How to Change your Password
- How to Delete a Document
- How to Restore something you Deleted Earlier
- Project & Proposal-specific Formula
- How do Authorizations Work