Phundex

Forms with Hyperlinks It is possible to create a form with a hyperlink by following these steps:  1. Fill in the 'Task Name' and click '...

The contents of this article refer to documents but it can just as easily be applied to forms. Archiving Documents and Forms As a manager/admin you ...

Setting a Limit on the Number of Temporary Users As a Client Administrator, you can define the maximum number of Temporary Users you have on the Platform a...

You can read an article in the helpdesk on the view screen.  to download the article, you need to go to the HelpDesk platform. simply click on the small...

You can search Pathways on the Pathway Dashboard in several ways.  Using the Search bars at the top of the Pathway Dashboard, you can search by: Name - use...

You can view all Documents and Task Forms in the Data Room for Pathways you have permission to work on.  You can view by tile or by list View by Tile us...

If you copy a task and want to save the content, you need to click the button to request the content is included.

To assign a Task, you must be logged onto Phundex as either a Manager (someone who creates Pathways) or a Client Admin (someone who has full permission on P...

When you invite a Team Member to your Pathway, you can chose to give them Edit/Publish or Published View. Edit/Publish will allow the Team Member to wor...

If you are an Administrator, with a current plan, you can see the plan information by selecting "Platform Settings" from the left hand menu.  This...