Introduction to Data Table Upload The Data Table Upload feature enables users to import structured data from an Excel or CSV file into the system. This...
First posted: December 3rd, 2024 634 views 0 likes
Bulk assign is the ability for a user with the required permissions, to multi-select a list of items in a list view and bulk...
First posted: April 6th, 2022 836 views 0 likes
This legacy feature is now replaced with the Data Table Upload feature. Bulk data uploads allow the mass load of configuration data...
First posted: April 6th, 2022 788 views 0 likes
A bulk phase action allows the user to select multiple items in a worklist and then transition them from one phase to another. Once...
First posted: April 6th, 2022 939 views 0 likes
Chronology provides the story of a work type. It includes key events such as communications being sent and received, information being updated, and documents...
First posted: April 6th, 2022 1499 views 0 likes
Jump to phase allows an administrator (or a user with jump to phase global permissions) to move a work type from one phase to...
First posted: April 6th, 2022 1136 views 0 likes
ShareDo has inbuilt time recording. This time recording can be used in either or both of the following circumstances: Passive time recordings: time can...
First posted: April 6th, 2022 762 views 0 likes
Overview Feature updated in ShareDo v7.5.0. ShareDo scorecards are an extremely powerful part of the platform. A scorecard is a way of measuring a...
First posted: April 6th, 2022 1827 views 0 likes
This global feature is a subfeature of the Core Case global feature. This feature is used to identify what options are available on...
First posted: November 24th, 2025 15 views 0 likes
First posted: November 26th, 2025 8 views 0 likes