FAQs
Folder for all FAQ's about the platform
- You can edit a document directly in Chrome and Mozilla Firefox. - To save the document with changes, click the download button on the document viewe...
Fri, 23 Sep, 2022 at 11:01 AM
The Permissions for a document in the data room are displayed in a table, which is divided into three columns: team member; the date added; and the access t...
Fri, 23 Sep, 2022 at 5:57 PM
Deleting Tasks from a Stage when Choosing a Pathway Template 1. When using the 'Create a new Pathway' function to select a template for a Pathway, ...
Mon, 26 Sep, 2022 at 5:11 PM
When you log on to the Phundex Platform you will see your home page (example below). The menu bar on the left hand side gives you access to various section...
Thu, 6 Oct, 2022 at 6:47 PM
A 'pathway' is the term Phundex uses to describe an end-to-end process / protocol / procedure or transaction. Pathways enable businesses to define a...
Mon, 26 Sep, 2022 at 6:05 PM
A 'stage' is the term used in Phundex to describe a significant step within a pathway. Often (but not always) a stage will be used to group underlyi...
Tue, 27 Sep, 2022 at 5:57 PM
A 'form' in Phundex is an easy way to capture and store data. Forms can be created, edited and stored for future reference in the 'data room...
Wed, 28 Sep, 2022 at 1:05 PM
A 'template' is a ready made pathway with all the stages and tasks needed to follow for a specific transaction or process. Templates are a very usef...
Thu, 29 Sep, 2022 at 2:10 PM
A 'team' is all the individuals you want to be able to work with or have access to documents on a given pathway. Team members can be both internal ...
Thu, 29 Sep, 2022 at 2:28 PM
What is a Network? A 'Network' is the people permissioned to be Team members for your organization. Network Members are assigned a role on the Phu...
Thu, 6 Oct, 2022 at 12:55 PM