FAQs

Folder for all FAQ's about the platform

How to View a Document's Permissions
1. Click on the 'Pathways' menu option 2. Select a Pathway in the list. 3. Click the 'Data Room' menu option in the sub-menu 4. Select the e...
Wed, 21 Sep, 2022 at 1:01 PM
How to Download a Document
1. Click on the 'Pathway's menu option 2. Select a Pathway in the list. 3. Click the 'Data Room' menu option in the sub-menu 4. Select the e...
Wed, 21 Sep, 2022 at 1:05 PM
How to Enable Two-Factor Authentication
To complete these steps you will need to download the 'Authenticator App' onto your phone: 1. Click the 'Profile' photo 2. Click 'Sett...
Wed, 21 Sep, 2022 at 1:10 PM
How to Add Team Members to a Pathway Team
1. Select 'Team' displayed in the secondary menu for an existing Pathway 2. Click 'Add User' 3. Search for someone in the network 4. Sele...
Wed, 21 Sep, 2022 at 5:54 PM
How to View a Document's Audit History
1. Click on the 'Pathway's menu option 2. Select a Pathway in the list. 3. Click the 'Data Room' menu option in the sub-menu 4. Select the e...
Wed, 21 Sep, 2022 at 5:57 PM
How to View a Document's Version History
1. Click on the 'Pathways' menu option 2. Select a Pathway in the list. 3. Click the 'Data Room' menu option in the sub-menu 4. Select th...
Wed, 21 Sep, 2022 at 6:01 PM
How to Reset Forgotten Password
Reset Your Password  1. Click Forgot Password on the Login page.  2. Enter your Email on the Verify Email page and click Submit.  3. A m...
Wed, 21 Sep, 2022 at 6:06 PM
How to Edit a User
Edit a User:  1. Click Network (left hand navigation)  2. Find the user from your Network list (use Search and filter functionality to find the...
Thu, 22 Sep, 2022 at 4:59 PM
How to Activate and Deactivate a User
Activate and Deactivate a User by:  1. Log in as the client admin 2. Click Network (left hand navigation)  3. Find the user from your Network lis...
Wed, 28 Sep, 2022 at 4:50 PM
How To Upload a File
To upload a file:  1. Go to the Pathway where you want to upload the file  2. Click on Data Room  3. Click Upload Files  4. Selec...
Mon, 1 Jul, 2024 at 1:33 PM