FAQs

Folder for all FAQ's about the platform

How to Change Password
1. When logged on select the Profile photo in the top right hand corner.  2. Select the 'My Profile' menu option.  3. Select the 'Password'...
Fri, 16 Sep, 2022 at 11:25 AM
How to Change Subscription Plan
 Please note - Only Administrators can change subscription plans 1. log in to the Phundex platform as an Administrator. 2. Click on 'Platform Settings&...
Thu, 6 Oct, 2022 at 3:35 PM
Phundex User Guide - E-signing with Xodo Sign (Eversign)
User Guide Attachment  Xodo Sign acquired Eversign earlier in 2023, and we've updated the information in the Platform to reflect that. Any Document...
Mon, 1 Jul, 2024 at 11:23 AM
How to Invite a Team Member to the Network
 Please note that only Administrators can invite a Team Member to the Network, by following these instructions: 1. Click the 'Network' menu opti...
Thu, 6 Oct, 2022 at 2:20 PM
How to De-activate and Activate a Network Team Member
 De-Activate Team Member Please note that only an Administrator can activate and de-activate Network Team Members: 1. Click the 'Network' menu opt...
Thu, 22 Sep, 2022 at 5:08 PM
How to Create a Pathway Using a Phundex Template
Instead of creating a new pathway, you can select a pre-defined pathway template by following these steps: Click 'Pathways' option in the left han...
Fri, 16 Sep, 2022 at 12:59 PM
Setting up a check box task
Instructions and Screenshots 1. Select 'Create Pathway', fill in the pathway information and click 'Next'.  2. Select 'Create my own&#...
Fri, 16 Sep, 2022 at 12:44 PM
Duplicating Tasks Across Stages and Pathways
As a Manager you can duplicate Tasks within the Pathway and Stage that you are in, but you can also duplicate Tasks into other Stages or Pathways where you ...
Tue, 23 Aug, 2022 at 2:18 PM
How to Create a Pathway with a Custom Template
 Instead of using a pre-defined template, a pathway can be created by making your own template from scratch by following these steps:  Click 'Pathways...
Fri, 16 Sep, 2022 at 1:01 PM
I can't see the save, next or download button - what do I do?
If you can't see the save, edit or download button (or any other button on your screen), it may have to do with your screen resolution size, as this can...
Thu, 6 Oct, 2022 at 7:02 PM