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Training videos

Please choose a video below that best fits your user role.

Uploading to My Available Files

Here we demonstrate how files can be uploaded to My Available Files. We show how files can be renamed, descriptions added and attributes provided prior to upload. Uploading to My Available Files is commonly used as a way in which Consultants and Subcontractors can upload files to Exaprojects. These files are then automatically placed into a workflow via a Workflow Kick-Off Rule.

Uploading workflow files via Tasks

In this video we show how workflow files can be uploaded via Tasks. We cover how comments can be reviewed and how file properties can be updated as part of new revisions. This video is useful for Consultants and Subcontractors who are required as part of a workflow to reupload a new revision of a document.

Making a decision

This video shows how decisions can be made on files in workflows. Previewing files and reviewing comments is covered as well as how Exaprojects' voting system works. We also show how multiple decisions can be made at once.