Marc Visent
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Notifications
Knowify will send you notifications regarding certain events that took place on the platform. Notifications may be sent using the following methods: Email: you receive an email at the email addres...
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How to delete a submittal
Caution Deleting a submittal cannot be undone after confirmation and the action will also delete all the revisions associated with that submittal and void any links to the submittals portal. To d...
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Filtering documents / pictures
We are not providing a full search on documents yet, but if you are looking for a specific document / picture you can still filter files within the folder using the search bar. Once you start typin...
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How to purchase materials against inventory
You can purchase against inventory by assigning the purchased items to an inventory location. The quantity in inventory will be updated when the items in the purchase are marked as received. Paying...
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How to adjust notification settings
Notifications may be received via email, alerts, and/or app notifications. You can select which methods are more convenient for you as follows.Click on the user icon () which will open a side panel...
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How to download documents / pictures
Click on the three dots () to display the action panel. Click on Download. Usually you will find the downloaded file stored in your Downloads folder. Information At the moment, you can only do...
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What is the 'Purchase documents' folder?
Purchase documents folder contains as the name indicates all documents related to purchases and bills stored in Knowify and connected to the job. This is a special folder where you cannot upload a...
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How to change document view (list vs grid)
To change views either to grid view or back to list view, just click the icon at the top right of the table. Click on the list icon ( ). [or grid icon ( ) depending on the view you currently ar...
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Sync Error: String length specified does not match the supported length
QuickBooks Online has limitations in length for client, vendor and item names, among others. The names of these objects must remain under 100 characters. Please refer to the following page for furt...
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Preventing former employees from accessing company data
On occasions, you might have to remove users from the account because you have parted ways with the employee. When that happens, Knowify is designed to prevent those employees from accessing your c...