Updated Articles

  1.  Video: Document Management

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  2.  Microsoft Teams

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  3.  Video: Global Settings

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  4.  Video: Security & Access

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  5.  Video: Request Templates

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  6.  Video: Request Approval Process

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  7. Printing

    This article explains an option to print content from within the BrightWork 365 solution. The provided scenario is for printing status reports, but the instructions can be used for other solution areas such as the Charter tab of projects (result...
  8. Search

    The Search function in BrightWork 365 is used to filter a data source by finding records that contain a specified text string within one or more designated columns. It is case-insensitive and returns a table of matching records. ...
  9. BrightWork 365 License Audit

    Introduction The annual BrightWork 365 license audit is a count of all unique named users throughout the organization that have been given the BrightWork Team Member security role (which gives them access to the full BrightWork 365 app). Fo...
  10. Configure a Personal View

    Introduction In BrightWork 365, a Personal View is a type of view that a user can create by themselves and customize specifically for their own needs and use within the app. Unlike system views, which are predefined and available to all users, ...