Aconex - Basic Training TODO List

  • My Tasks

    • Introduction general function
    • Difference among Unread, Outstading and Overdue

  • Documents

    • Upload a new document

    • Search documents (Document Register/Temporary Files)

    • Send document using Transmittal

    • Open/download documents

    • Supersede document (single)

    • Document history

    • Multiple document download

    • Save Custom Search

    • Multiple file Upload

      • Copy-To Panel
      • Upload Profile

    • Bulk Processing

    • Bulk Supersede

  • Mail

    • Create Mail (+ simple attachment)
    • Difference between Transmittal Documents and Mail Attachments
    • Search Mails
    • Save Custom Search
    • Show my Mail only
    • Transmittal - Document Attachments Actions

  • User Setup

    • Mail signature
    • Notification type
    • Session time

Administration

  • My Tasks - Project Details

  • Project Settings

    • Role settings
    • Custom Mail Forms
    • Document Fields
    • Document Numbering

  • User Account List

  • Create New User (add user to the project)

  • Invite existing user to project

  • Reset password

  • Unlock/Disable User account

  • Assign User Role