Meeting Zone: Copy annotations Answer:
To copy annotations to the latest version of a document, follow these steps:
Click More in the top menu.
Then click on Version history.
Then select Copy latest annotations.
A ...
Insiders: Edit an insider Answer:
You can open an insider in edit mode in two ways:
Click on the insider's name. The Insider opens in a read only mode in a ...
Insiders: Delete an insider Answer:
You can delete an insider from an Insider Manager. Only possible if the insider is no longer included in an open insider list and is ...
E-signing: Cancel e-signing process Answer:
If for some reason you need to cancel a ongoing signing process, this can be done, but all signatures on the document will then be ...
E-signing: Enable e-signing for Document list Answer:
In order to create an e-signing process on a PDF document, this function must be activated in the module settings for the current Document list.
You ...
Activity list: Create multiple activities Answer:
You can create up to six activities at once, in a simplified form:
Click on Create in the module menu.
Select Multiple Activities.
An activity form for multiple activities opens in ...
Insider list: Edit an insider list Answer:
You can open an insider list in edit mode in two ways:
Click on the insider list project name. The insider list opens in a read ...
Insider list: Close an Insider list Answer:
When the information has become public or the project is terminated for any reason, you can close the insider list. In TeamEngine Insider Manager there ...
E-signing: Send reminder about e-signing Answer:
Follow these steps to send a reminder about a document that needs to be e-signed.
Click the quick menu to the left of the document..
Select ...
E-signing: See the status of the ongoing e-signing process Answer:
Follow these steps to view the status of an ongoing e-signing process on a document in TeamEngine.
Click on the quick menu to the left ...