Projects
- (New UI) Using Images and Files in Projects
- (New UI) Showing Tags in the Collapsed View on the Answering Page
- Setting Up Default Authors and Reviewers
- (New UI) Viewing Project Activities
- (New UI) Managing Project Documents
- (New UI) Setting Up and Searching Past Projects
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Import and Export
- (New UI) Importing and Mapping Microsoft Word Documents
- (New UI) Importing and Mapping Microsoft Excel Files
- Marking Tables as Answer Types
- Import Cheat Sheet
- (New UI) Adding Additional Questionnaires to Active Projects
- Updating Source Files
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Response Templates
- Preview Project Responses in Template
- Using a Standard Response Template (SIG, CAiQ, CORL, ePSA, and HECVAT)
- Working with Response Templates
Intake Management
Requirements Analysis
- Document Analyzer
- Getting Started with Requirements Analysis
- Workspace
- Workspace Home Page
- Setting up the Dictionary for Requirements Analysis
- Creating Document Shredding Matrix Structures
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Project Management FAQs
- (New UI) On Project reopening, will the Q&A pairs be updated or duplicated in the Content Library?
- (New UI) How does concurrent editing of responses work?
- On Project reopening, will the Q&A pairs be updated or duplicated in the Answer Library?
- (New UI) What toolbars are available when answering questions?
- (New UI) How do I set an internal deadline for a project?
- What does the Project Limit Exceeded notification mean and how do I fix it?
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