• How can i share project with co-worker?

  Overview Sharing a project with a co-worker allows them to view, edit, or manage the project based on the permissions you assign. This helps teams collaborate efficiently on designs, BOMs, tasks, proposals, and documentation. Steps to Share a Project with a Co-Worker On the project page, click Share with Co-worker under the Actions tab. SecondPopular

• How to create project asset management document?

  Open the project in which you want to use the asset management document Click on the 'Asset Management' option from the right side of the menu. Once you click on it, it will lead you to the asset management page where you can edit and modify each section of asset individually. After making any changes to your document, click on the save button to save your changes. (https://storage.Popular

• What is chatter?

  Chatter is a feature that allows you to comment on shared projects and tag your teammates. With it, you can collaborate with your team on any project in an organized, seamless manner. Steps to Use the Chatter Feature Access the Project: Go to the project in which you want to use the Chatter feature. Open Chatter: On the Project page, click on Chatter under the Collaboration option. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963Popular

• How to create and upload a floor plan for a project?

  Go to the project in which you want to create a floor plan and select the Upload/Create Floor Plans option under the Upload section. You can upload files in the following formats: .png, .jpg, .jpeg, .svg, .pdf, .dwg, and .dxf. After uploading the floor plan, click the AcPopular

• How can I add a design to a project?

  Overview Adding a design to a project allows you to create system layouts, schematics, rack drawings, floor plans, and other technical documentation directly within the project. This ensures that your drawings are linked to the correct BOM and proposal. Steps to Add a Design to a Project On the My Projects page, open the required project in which you want to add a design. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae643396300Popular

• How to download project documents in Zip?

  Go to the project which you want to download as a Zip file. Click on the 'Download ZIP' option under the Actions option from the right side of the screen. Select the designs that you want to download as a part of the zip. You can also select the documents which you want to download in your Zip file by selecting the Include Project Documents option. Click on the Continue option. (https://storagPopular

• How to create proposal for Project?

  Overview You can create a proposal directly from the Project Page, allowing you to generate a proposal using the project’s existing details without navigating to another module. On the Project Page, find the Create Proposal button (typically available under the Actions menu or in the top-right section). You can also create a proposal directly from the left navigation menu.Popular

• How to replicate a design?

  Go to the design you want to replicate. Hover over the design, click the three-dot menu (⋮), and select Replicate Design Enter a name for the replicated design and choose the project where you want to copy it. Click on ReplicatePopular

• How to delete Project?

  Overview Deleting a project permanently removes it from your account. This action cannot be undone, so it is important to ensure that the project is no longer required before proceeding. This article explains the steps to safely delete a project. Steps to Delete a Project Go to the My Projects page and locate the project you want to delete. On the ProjPopular

• How to replicate project?

  To replicate a project, follow these steps: Navigate to the Project: Go to the project you wish to replicate. Select 'Replicate Project': Click on the 'Replicate Project' option under the 'Actions' table. Choose Designs: Select the designs you want to replicate under the new project. You can also rename the designs if needed. (https://storage.crisp.chat/users/hePopular

• How to Create Project?

  Overview Creating a project is the first step in managing your design, documentation, and proposals within the platform. A project acts as a central workspace where you can add products, generate drawings, create proposals, and manage reports. Steps to create a project On the Main Dashboard, select the Projects option, then click on “My Projects.” ASome readers

• How to edit project details?

  There are two ways to update your project details: Method 1: Go to Project in which you want to update the details. Click on the Details option Once you click on it, it will option the option where you can click on the Edit Project option to edit the details. Once you click on it, iSome readers

• How to update project stage?

  Go to the project for which you wish to update the project stage and click on the 'Update stage' button under the 'Project Setting' option. Select the project stage from the given options. Click on the 'Save' button to save your changes.Some readers

• How to create a version for a design?

  Navigate to the View Design Doc page for which you want to create a version. Then, click on the View Version option located in the right side of the page. Once you click on it, you will be redirected to the Versions page. From there, you can create a new version of your design by clicking on the Create Copy of Original Design button. (https://storage.crisp.chat/users/helpdesk/websiSome readers

• How to send a project for approval?

  Overview You can send a project for approval directly from the Project Page, allowing stakeholders to review and approve the project without leaving the project view. Steps to Send a Project for Approval Navigate to the Projects module from the main dashboard. Click on the required project to open the Project Page. On the project page, find the CoSome readers

• How to upload attachments in a project?

  Overview You can upload attachments directly from the Project Page to keep all project-related files organized and easily accessible. Steps to Upload Attachments in a Project Navigate to the Projects module from the main dashboard. Click on the project where you want to upload attachments. This will open the Project Page. On the project page, locate theSome readers

• If the required templates are not available, how can I design a project?

  Overview If the required templates are not available in your account, you can still design and build your project manually from scratch. The platform allows full flexibility to create projects, add products, generate drawings, and prepare documentation without relying on pre-built templates. You can create a design directly by selecting the X-DRAW tab and then clicking Create Design from the left navigation menu. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cSome readers

• Can I view sample drawings created by your CAD specialists?

  You can now avail of XTEN-AV’s Design & Engineering Services within your account. High-quality CAD drawings, a full range of auxiliary drafting services, and extremely precise work, layered as per guidelines, our CAD specialists ensure it all! Here are a few sample drawings created by our CAD specialists: (htSome readers

• How to download asset management documents?

  Overview The Asset Management module allows you to download documents related to assets for offline access and record keeping. Steps to Download Asset Management Documents Go to the Project Dashboard and select the required project. From the main dashboard, go to the Asset Management section. (https://storage.crisp.chat/users/helpdesk/website/-/eFew readers

• How to Add Location and Sub-location Within Projects

  Locations and sub-locations help you organize your project structure. This will allow you to arrange buildings, floors, and rooms logically, making your project easier to navigate and manage. On the right side of your project screen, you will find the “Location” option. Please click on the "+" icon to add a location. After entering a name for your location, simply click on “*Few readers

• How to delete designs from project

  Navigate to the All Projects page and select the project where you need to delete the designs. Select the designs you want to delete. Click on the three dots, and a pop-up window will appear. In the last option, you will find Delete Design, from where you can delete the designs. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/iFew readers

• How to transfer your design from Sub-location to different Sub-location.

  You may sometimes need to move an existing design from one Sub-location to a different Sub-location within the same project. Follow the steps below to transfer your design easily. Select the project where your design and Sub-locations are created. Now select your design under the Sub-location, and click on the three dots (⋮). (https://storage.crisp.chat/users/helpdeFew readers

• How To Download Project List

  Navigate to the My Project page. Under My Projects page menu, you can download the list of all your projects, including those you have completed in the past as well as the ones you are currently working on. Simply click on the XLS or PDF option to download it. “Note: It will only display the project name and its details; no additional information will beFew readers

• How to change the Project page view from Card to List view?

  You can easily switch the Project page view from Card View to List View by following the steps below: To change the Project page view from Card to List view, click on the list view icon appear is appear next to project name Once selected, all projects and their designs will be displayed in List View format for better visibility and structured navigation. (https://storage.crisp.chat/users/heFew readers

• How can I replicate my project?

  To replicate a project, follow these steps: Navigate to the Project: Go to the project you wish to replicate. Select 'Replicate Project: Click on the 'Replicate Project' option under the 'Actions' table. Choose Designs: Select the designs you want to replicate under the new project. You can also rename the designs if needed. (https://storage.crisp.chat/users/helpFew readers

• Can I share my project with another XTEN-AV user?

  Overview Yes, XTEN-AV allows you to share your projects with other XTEN-AV users. This feature helps teams collaborate by giving colleagues access to view or work on the same project. Steps to Share a Project On the project page, click Share with Co-worker under the Actions tab. Second Method: Open the project you want to share, then on the right side of thFew readers

• How can I access all projects created by my colleagues?

  Overview In XTEN-AV, access to projects created by your colleagues depends on project sharing and user permissions. If a project is shared with you or if you have the appropriate workspace access, you will be able to view and work on those projects. Steps to Access Projects Created by Your Colleagues Navigate to the Projects section from the main dashboard and select Shared Projects. (https://storage.crisp.chat/users/helpdesk/webFew readers