support.proposalsoftware.comRocketDocs Help

Menu Submit a Ticket Getting Started for New Users 1. Login to RocketDocs 2. Get the Viewer 3. Proposals Home User Preferences 4. Add a Proposal 5. Work on a Proposal 7. Content Home User Preferences 10. Set Default Start Page 6. How to Search 8. Hide and Show Side Panel (Menu) 9. Collapse and Expand the Side Panel (Menu) View All User Guides About Search Results Add a New Proposal Advanced Options: Sales Docs Assembly and Project Management Center Assembly Overview Assembly Project Status Configuration Groups Configuration of Users, Groups, and Directories Customize Proposal and Search Module Tab Names Customizing the Attributes Tab – Search Module View All Online About Search Results Add a New Proposal Advanced Options: Sales Docs Assembly and Project Management Center Assembly Overview Assembly Project Status Configuration Groups Configuration of Users, Groups, and Directories Customize Proposal and Search Module Tab Names Customizing the Attributes Tab – Search Module View All Proposals Add a New Proposal Assembly and Project Management Center Assembly Overview Assembly Project Status Dashboard Options and Save Preferences How to Edit a Proposal How to Manage Global Attribute Changes How to Manage Revisions Relink Records and Other Bookmarks Tools Update Search Record from Dashboard Document & Delete Proposal Content About Search Results Filter and Sort Results How to Add a Single Record How to Apply Global Attribute Changes How to Check-out and Check-in Records How to Create an Attribute Group How to Delete a Record How to Edit a Record How to Insert Content How to Manage Attribute Groups View All Configuration Configuration Groups Configuration of Users, Groups, and Directories Customize Proposal and Search Module Tab Names Customizing the Attributes Tab – Search Module Data Bridge Module Directories Configuration How to Add a New User Proposals Tabs Overview Q&A Search Settings: Indexed Directories Restrictions Configurations View All Downloads Quick Start Guide - Add a Record Quick Start Guide - Add New Records from a Proposal Quick Start Guide - Content Record Revisions (Versions) Quick Start Guide - Edit a Record Quick Start Guide - Manage Users Quick Start Guide - Request Compliance Quick Start Guide - Returned Updated Content to Compliance Central Quick Start Guide - Upload Docs (Bulk Add Content Records) Quick Start Guide - Verify Records Quick Start: Checkout and Replace Search Records View All Videos Compliance - how to import updated records Compliance - how to send multiple records using Verify Configure the RocketDocs Viewer (Video) Excel Assignments - how to complete assignments Excel Assignments - how to make assignments to other users Excel Assignments - how to manage assignments How to submit a PMAPS support request How to Use Announcements Feature Remember Viewer Document Window Size Update Normal.dotm on Computer View All Issue Solutions Configure the RocketDocs Viewer (Steps) .NET Framework Version 401 Unauthorized Error When Accessing RocketDocs (PMAPS) A recurring error in the status and errors log related to SharePoint About the Viewer Executable Files Attempt Access an Invalid Address (HRESULT Error) Auto login issue with Version 12 for on-premises clients Chrome 77 removes option to "Always" open file types from external apps Clear Browser Cache of Stored User Name and/or Password Compliance Central Bookmark Issue: Change Bookmark Mode View All What's New Latest Changes Webinar Recordings Assembly Center How-To Automate the Due Diligence Questionnaire (DDQ) Process Using Re-Link Best Practices for Content Data Structure Best Practices Using Styles Microsoft Word Styles and RocketDocs Multiple Ways to Add Content PMAPS to PMAPS (P2P) Connector Overview Salesforce Connector Overview Synchronize Critical Content Using the Indexer Sales Docs Advanced Options: Sales Docs Sales Docs Response Response (SalesDocs) Admin Guide Response (SalesDocs) User Guide Frequently Asked questions Can you tell me the definition of the two attributes Last Revision and Date Edited How do I download a set of records into a single Word document? How do we archive content records or exclude them from the review process? How to Retrieve the AWS SOC Reports User Requirements Security How to Retrieve the AWS SOC Reports × Get in Touch Your Name Email Subject Message Attachments PMAPS URL Your PMAPS installation primary URL. Impact If applicable, how many users are affected? 1 user More than 1 All users n/a Close × Get in Touch Your Name Email Subject Message Attachments PMAPS URL Your PMAPS installation primary URL. Impact If applicable, how many users are affected? 1 user More than 1 All users n/a Close...