Phundex

To Delete a Stage from a Pathway you must.  1. Go to the "Stages Overview" Page within the Pathway.  2. Click the ellipses beside the stage that...

If you've just joined the Phundex Platform, there are a couple of easy steps to start with.  As an Administrator, you will want to select the best Phund...

Phundex Forms are task forms that are already formatted for you.  You may also want to see our FAQ on Phundex Forms (Predefined Forms).  Please note the Phu...

1. You can download a list of current Pathway Templates from the article in the 'Help' box titled: Where Can I find a list of Pathways? 2. You c...

When looking at a document in a pathway, it should be possible to download that document at the bottom of the screen. Sometimes, it is impossible to see the...

When a guest completes a task they will not have to tick the 'completed' box. Instead, the box will automatically be changed to a completed status u...

Activating Temporary Licences A temporary licence is activated for a specific company whenever a temporary user for that company logs in to the Phundex Pla...

Administrators When an Administrator adds a team member to the company, there is an additional column which allows them to choose the team member's tim...

The Phundex Platform enforces a limit on the number of concurent regular users who can access the platform at any one time (this is based on your company pl...

Sharing Documents with External Users A Manager or Client Admin can share documents from the data room with external users by email invitation.  Follow...