• Enable "domain-wide delegation" for your GSuite domain

  Enabling Domain-Wide Delegation in GSuite Domain-wide delegation in GSuite allows an administrator to control whether users can delegate access to their GSuite account. This is particularly useful when using GSuite for business mail. Please ensure that the administrator of your mail domain has enabled "domain-wide delegation" for your GSuite domain. In order to turn on domain-wide delegation for your GSuite domain, follow the steps mentioned below- Sign in to your GSuite administrPopular

• How to upload a pdf into the x.doc document?

  Introduction In x.doc, you can add PDF files to your documents to provide additional details or supporting resources. The x.doc editor makes it easy to upload, insert, and position PDFs within your document. Here's how you can do it: Upload a PDF In the x.doc editor, navigate to the section where you want to add the PDF Click on the 'Add Element' option on the right hand side of the screen. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae643396Popular

• How to mark a project proposal as default?

  Go to the Project in which you want to mark a proposal as default for the particular project. On the right-hand side, click the View All button. Once you click on it, it will lead you to the project proposal page where you can see all the proposals for that project and mark as default by clicking on the Default button. (https://storage.crisSome readers

• Real-time Client Interaction

  Introduction: A simple, straightforward, and quick method for you and your clients to actively participate in the proposal process by adding comments and feedback. Now, create interactive proposals that close deals 10x faster. Launched for the first time as a one-of-a-kind feature! Client Email Verification: The client needs to verify their email address to comment on the document. Click on the "Add Comment" button. Add Comment (https://storage.crisp.chat/users/helpdesk/weFew readers

• How to download BOM from a Proposal?

  Introduction Downloading the Bill of Materials (BOM) from your proposal in x.doc is quick and easy. Here's a simple guide on how to do it: Downloading the BOM Navigate to the 'Rooms & Items' section on the proposal editor page. Click the Actions button from the right side of your screen, here you can download your proposal BOM in .XLS andFew readers

• XTEN-AV Email Integration with Outlook/Gmail

  Introduction The XTEN-AV design platform is integrated with Google Authentication, allowing users to easily authenticate their Gmail and Outlook accounts. This feature lets you send proposals directly through your authenticated business email address. To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/ These are the steps that you have to follow to make this integration work: Enabling 2FA in Outlook Account Log in to your Microsoft 360 accoFew readers

• How to create a proposal using Doc and PDF file?

  Introduction Creating a proposal using Doc and PDF files in x.doc is a straightforward process. This feature allows you to upload your existing documents and convert them into an x.doc document, which can then be customized and shared with your clients. Here's how you can do it: Creating a Proposal Using Doc and PDF Files Go to the x.doc dashboard page and click the 'Create New' Button.Few readers

• How to download the equipment list in excel format?

  Introduction Downloading the equipment list for your proposal in x.doc is a straightforward process. You can download this list in various formats - Excel, PDF, or ZIP. For this guide, we'll show you how to download the equipment list in Excel format. Downloading the Equipment List Go to the Rooms & Items section under your proposal to see your equipment list. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/b8c7b085-2148-4dda-88b0-edddf71Few readers

• How to re-order sections on the x.doc editor page?

  Introduction In the x.doc document, you can reorder sections according to your preference. This feature allows you to customize the flow of your document to better suit your presentation needs. Here's how you can do it: Go to the section in your x.doc document that you want to reorder. 2. Click on the drag icon and move the sections to your desired sequence. (https://storage.crisp.chFew readers

• How do I sync BOM products with Proposal?

  Introduction Syncing your Bill of Materials (BOM) products with your proposal ensures that all your product details are up-to-date and consistent with your design. Here's how you can do it: Syncing BOM Products Navigate to the proposal and go to the 'Rooms & Items' section. Click the 'Sync with Design' button. A dialogue box will appear. Select the room you want to sync anFew readers

• What is x.doc?

  X-DOC is a digital document management tool that allows users to create, edit, and manage documents with features like templates, variables, custom sections, and inventory management. It supports collaboration and document customization, including adding signatures and change orders. You can access it via the dashboard or through the X-DOC editor. Step 1: Click on the X-DOC button from the Dashboard Click on the X-DOC button, and from the drop-down, click on the X-DOC DashboarFew readers

• What are the different labor methods?

  New x.doc Different Types of Labor Settings Introduction In x.doc, you can use three labor methods to create proposals: Per Item, Overall, and Custom. Each method offers unique ways to manage your proposal, tailored to your specific needs. Here's how to use them: Changing Labor Method To switch between labor methods: Navigate to the x.doc Settings. Select the Settings option and choose your preferred laboFew readers

• How to use an Inventory Management document?

  How to use an Inventory Management document? Introduction Inventory management in x.doc becomes essential when a contact has accepted a proposal, and you need to update the status of your items accordingly. Here's a step-by-step guide on how to use the inventory management feature in x.doc: Accessing Inventory Management From the x.doc dashboard, click on the 'Inventory Management' option under the "Action"Few readers

• How to create a proposal for a design using x.doc?

  Open project and hover over the design for which you want to create a proposal, then click on View Docs. You will be redirected to the View Docs page. Scroll down to the bottom and click on Create New Proposal. You can either click on the proposal card itself or use the Create New Proposal option on the right side of the Proposal section. (https://storage.crisp.chat/Few readers

• How to change labor type to Overall labor?

  Introduction In x.doc, you can adjust your labor type to 'Overall Labor.' This adjustment can provide a more comprehensive view of labor costs associated with your proposal. Additionally, you can create custom labor headers for more specific labor cost tracking. Changing Labor Type to 'Overall Labor' from x.doc setting In x.doc, navigate to the Settings option located on the right-hand side of the screen. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cFew readers

• How to send a x.doc document for Approval?

  Introduction Sending a proposal for approval in x.doc is a fundamental step in coordinating with your team and ensuring the proposal meets the necessary criteria. There are two ways to send your x.doc documents for approval. Here's how: Method 1: Sending for Approval from the Documents Page Navigate to the x.doc documents page. Click on the Send for Approval option under the Action option next to the proposal you wish to send. (https://storage.crisp.chat/users/helpFew readers

• How to add an image to the x.doc document?

  Introduction Adding and editing images in your x.doc documents helps make proposals more engaging and visually appealing. The x.doc editor provides an easy-to-use interface for inserting and adjusting images. Here's how you can do it: Adding an Image Navigate to the page in the x.doc editor where you want to add the image. Click on the Add Element option on the right side of the screen. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae643396300Few readers

• How to apply shipping cost and shipping taxes?

  Introduction Adding shipping cost and taxes to your proposal in XTEN-AV is a quick and straightforward process. This guide will provide step-by-step instructions to ensure these costs are accurately included in your proposals. Adding Shipping Cost and Taxes Open the proposal where you want to apply shipping cost and taxes. Navigate to the Pricing Breakdown section and click Pricing Breakdown Settings. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/Few readers

• How to add rooms to your proposal?

  x.doc Rooms & Items with Pricing Breakdown Introduction Creating a well-structured proposal involves organizing items by room. In x.doc, adding a room to your proposal is a straightforward process. Let's walk you through it: Navigating to Your Proposal Start by going to the proposal where you wish to add a room. Adding a Room In the 'Rooms and Items' section of your proposal: Click the "Add Room" button, represented byFew readers

• Can I change the custom products logo with our company logo?

  Introduction In XTEN-AV, you can upload and set your organization's logo. This logo will appear on your custom products in the x.doc editor and client proposal PDF, providing a professional and personalized touch to your documents. Here's how you can do it: Uploading and Setting Your Organization's Logo Click on the 'Settings' option in the top-right profile area. Once you click on it, you will find the 'Organization Logo' option under the 'Organization settings' tab. (https:Few readers

• How to add optional products/room options in x.doc?

  Exploring the Add Room Option in x.doc Introduction Adding a Room Option in x.doc can provide your clients different alternatives / optional products. You can add multiple room options in x.doc for a specific room. This feature is particularly useful when you want to offer multiple setups for a room, such as a Zoom room. Each option may vary in cost depending on the selected items. Follow the steps below to add a Room OptFew readers

• How to save x.doc document as a Template?

  Introduction Creating a template in x.doc can help you save time and maintain consistency across your documents. Here's how you can do it: Creating a Template On the x.doc editor page, click the 'Save As New' option under the Templates option from the bottom left side of the proposal. Enter the template name and click the 'Save' button. You can also save the equipment list wFew readers

• How to delete the page from the section?

  Introduction Deleting a page from your x.doc document can help you manage your content and keep your document organized. Here's how you can do it: Deleting a Page Navigate to the page which you want to delete from the section. Click on the delete icon to initiate the deletion process. A confirmation prompt will appear. Click on the 'Yes, I am sure' button to confirm the deletioFew readers

• How do I download Room Wise items in BOM?

  Introduction In x.doc, you can download a room-wise itemized list from your Bill of Materials (BOM). This feature allows you to organize and view your proposal items based on the room they're allocated to, streamlining your project management process. Here's how you can do it: Setting Layout Preferences Navigate to the 'Rooms & Items' page of your proposal. Go to the 'Rooms & Items Settings.' (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/imageFew readers

• How to add products in a room?

  Introduction Adding products to a room in your proposal is a breeze with x.doc. Here's a step-by-step guide on how you can do it: Adding Products to a Room Select a room under the 'Rooms & Items' section of your proposal. Click on the 'Add Item' button. 3. You can search and add products to your proposal using the XTEN-AV and My Library options. Simply click on 'Add to ProposaFew readers

• How to add a drawing from X-DRAW to your x.doc document?

  Introduction In x.doc, you can easily add your X-DRAW drawing to your proposal. This feature allows you to incorporate detailed line schematics into your document, enhancing the clarity and professionalism of your proposal. Here's how you can add your X-DRAW drawing to your x.doc proposal: Adding X-DRAW Drawing to Your Proposal Go to the design where you want to download the line schematic. Click on the 'Download' option below the 'Line Schematic' and select the PDF format to downlFew readers

• How to add markup/margin in the proposal?

  Introduction Adding a markup or margin to your proposal items in x.doc is a straightforward process. Here's a step-by-step guide on how to do it: Adding a Markup or Margin Inside your proposal, navigate to the 'Rooms & Items' section and select 'Rooms & Items Settings'. You can choose to apply either a markup or margin to your proposal. Once you make your selection, you will have tFew readers

• How to add sign to x.doc document?

  Introduction In x.doc, you can add a signature to your document to make it official or to indicate approval. This feature allows you to select a signee and add their signature or initials to the document. Here's how you can add a sign to an x.doc document: Adding a Signature Go to the section where you want to add a sign and click on the 'Add element' option from the right side of the proposal under 'Element Actions.' (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/dFew readers

• How to make a copy of x.doc documents?

  Introduction If you frequently work with similar proposals in x.doc, making a copy of an existing proposal can save you a significant amount of time. This feature allows you to duplicate a proposal and modify the copy as needed, preserving the original document. Here's how you can do it: Copying a Proposal On the x.doc dashboard page, navigate to the document you want to duplicate. 2.Few readers

• How to add an Pricing Table to the x.doc document?

  Introduction The x.doc editor allows you to add a Pricing Table to your documents, making it easy to present product details and pricing to your clients. The Pricing Table does all calculations automatically, saving you time and ensuring accuracy. Here's how you can add and edit a Pricing Table: Adding a Pricing Table Navigate to the page in the x.doc editor where you want to insert the Pricing Table. Click on the Add Element option on the right side of the screeFew readers

• Can I hide/unhide a room in the x.doc editor/Client PDF?

  Introduction There might be situations where you want to temporarily hide a room in your proposal. With x.doc, you can easily hide or unhide rooms in your x.doc editor or client PDF.  Hiding a Room Open your proposal and navigate to the Rooms & Items section where you want to hide or unhide a room. Click the Action icon (three dots)Few readers

• How to re-order rooms in Rooms & Items section in the proposal?

  Introduction In x.doc, you can reorder rooms within your proposal to better organize your content and improve presentation flow. Reordering Rooms Open the proposal and navigate to the Rooms & Items section. Click the Action icon (three dots) and select Reorder Room from the dropdown menu. (https://storage.crisp.chat/users/helpdesFew readers

• XTEN-AV GSuite Business Email Integration

  Introduction XTEN-AV's design platform is integrated with Google Authentication, allowing users to easily authenticate their GSuite, Outlook, or other accounts. This allows sending proposals directly through your authenticated business email address. However, please note that sending emails using GSuite only works with business emails, and the administrator of your email domain must have enabled "domain-wide delegation" for your GSuite domain. For steps to turn on domain-wide deleFew readers

• How to add description in Rooms and items?

  Introduction Adding item descriptions to your 'Rooms & Items' section in x.doc can provide more context and clarity about each item in your Bill of Materials (BOM). This can be particularly useful for your clients to understand the specifics of each item. Here's how you can add item descriptions: Adding Item Descriptions Start by heading to your proposal's 'Rooms & Items' section. Find and click on the 'Show/Hide Details' option on the right side of the page. (https://storagFew readers

• How to Show/Hide details in x.doc?

  Introduction The Show/Hide Details feature in x.doc allows you to customize how your Bill of Materials (BOM) appears in the Rooms & Items section of your proposal. It allows you to select which columns to display or hide in the PDF version of the BOM. Here's how you can use this feature: How to Use the Show/Hide Details Feature Navigate to the Rooms & Items section of your proposal. On the right-hand side of the page, click Show/Hide Details. (https://storagFew readers

• How to change labor type to Custom labor?

  Introduction Custom labor in x.doc allows you to add labor costs tailored to specific tasks or rooms. The feature provides flexibility in how you present labor costs in your proposals. Here's how to use it: Changing to Custom Labor To change the labor type to Custom Labor: Navigate to the x.doc Settings. Select the Custom Labor option under the Settings. After changing the labor type in tFew readers

• How to apply a Single Tax/Overall Tax on all items?

  Introduction The Overall Tax in x.doc is a tax setting that applies to all the items in your Bill of Materials (BOM). It offers a convenient way to uniformly apply tax across all components of a project, ensuring accurate cost calculations. Navigating to Pricing Breakdown Settings Open your proposal and navigate to the Pricing Breakdown section. Click Pricing Breakdown Settings. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae643396300Few readers

• How to share a x.doc document with your team / co-workers?

  Introduction Sharing an x.doc document with your co-workers is a simple way to collaborate and review documents within your team. This guide explains how to share an x.doc document with another team member. Sharing an x.doc Document with a Co-worker From the x.doc dashboard, click the Action icon (three dots) to open the Actions menu. Select Share with Co-worker from the list. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/f4f3ae0Few readers

• How to insert a table under the text box?

  Overview This article explains how to insert a table directly below a text box in your document to organize information in a structured format. Steps to insert a Table Under a Text Box Go to the proposal section where you want to add the table under the text box. Select the text box in your proposal. The toolbar will appear at the top of the proposal.Few readers

• How to show room wise labor in a x.doc editor/client PDF?

  Overview This article explains how to display labor costs room-wise in the x.doc editor and ensure the same details appear correctly in the client PDF. Showing room-wise labor helps clients clearly understand labor distribution across different rooms. Steps to show room wise labor in a x.doc editor/client PDF. Navigate to the Rooms & Items page. Click on Labor Settings. Update your labor settings as requiredFew readers

• How to edit a product Selling price on the Rooms & Items page?

  Overview This article explains how to edit the selling price of a product from the Rooms & Items page in x.doc. Updating the selling price allows you to customize pricing before sharing the proposal with the client. Steps to Edit a Selling price Open your proposal and go to the Rooms & Items page in x.doc. Navigate to the room that contains the product you want to edit. Locate the product/item whose selling price needs to be updated. (htFew readers

• What are 'variables' and how to add them to an x.doc document?

  Introduction Variables in x.doc are placeholders that you can use to automate specific details in your document, such as the client's name, address, email, phone number, etc. Using variables helps save time and ensures consistency across your documents. Adding Variables Select the element where you want to add the Variables on any page. The Variables menu will appear on the right side of the editor. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433Few readers

• How to add Labor Breakdown section in the x.doc editor?

  Overview The Labor Breakdown section in the x.doc editor allows you to display labor details in a clear and organized way. This helps clients understand how labor costs are calculated in your proposal or document. Steps to add Labor Breakdown section Open your proposal in x.doc, navigate to the Rooms & Items section, and locate the Labor Settings option. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/rooms-settiFew readers

• How to duplicate a page in a section?

  Overview This article explains how to duplicate an existing page within the same section of a document. Duplicating a page helps you reuse the same layout and content without recreating it from scratch. Steps to duplicate a page in a section Open the section where you want to duplicate the page. Click the Duplicate Page option located at the top-right corner of the page. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae643396Few readers

• How to download a x.doc document Zip file?

  Introduction You can download an x.doc document as a ZIP file in XTEN-AV using two simple methods. This guide explains how to download the ZIP file from both the x.doc dashboard and the editor page. Downloading from the x.doc Dashboard Navigate to the x.doc dashboard. Locate the document and click the Action menu (three dots ⋮). Select Download Zip from the menu. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/af8cd763-15ea-4e0c-98bFew readers

• How to show room wise Rooms & Items in a x.doc editor/client PDF?

  Overview This article explains how to display Rooms & Items room-wise in the x.doc editor and ensure the same structure appears correctly in the client PDF. Showing items room-wise helps clients easily understand what products belong to each room. Steps to show Room wise items Navigate to the Rooms & Items page and select Rooms & Items Settings. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/mbnbynFew readers

• How to change the currency in a Proposal?

  Introduction Changing the currency type for your proposal items in x.doc can be done in a few easy steps. Here's a quick guide on how to do it: Changing the Currency Type Go to the 'Rooms & Items' section and select 'Rooms & Items Settings.' Locate the Currency option. Select the required currency from the dropdown list. Save the proposal to apply the updated currency.Few readers

• How to rename and delete tags?

  Overview This article explains how to rename or delete tags. Managing tags properly helps you keep your data organized and easy to find. Steps to Rename and Delete Tags On the x.doc dashboard page, locate the tag you want to rename or delete. Click the Action icon next to the tag. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae64Few readers

• How to rename a section?

  Introduction Renaming a section in your X.DOC document is a simple process that helps you better organize your content and make your document easier to understand for others. Follow the steps below to update a section name. Renaming a Section in x.doc Document Navigate to the Section you want to rename. Click the Edit Name option under the Action icon ( ⋮ ) to update the section name. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image1Few readers

• How to download the x.doc document that has been accepted and signed by a client?

  Overview Once a client has reviewed, accepted, and signed an X.DOC document, you can download the final signed version for your records or sharing. Steps to Download a Signed X.DOC Document Navigate to the X-DOC Dashboard and locate the document you want to download under the 'Accepted' section. Click on the 'Download Client PDF' option under the 'Action' option denoFew readers

• How to preview a x.doc document before submitting it to the client?

  Overview Previewing an X.DOC document allows you to review the final layout, content, and formatting exactly as your client will see it before submission. Steps to Preview an X.DOC Document On the right side of the x.doc editor page, you will find the Action button. Click on it and select the Preview option. After Clicking on the preview option it will take you to the preview paFew readers

• How to change the background color of the x.doc document page?

  Overview This article explains how to change the background color of a page in an X-Doc document. Changing the background color helps customize the look and feel of your document and align it with your branding requirements. Steps to Change the Page Background Color Open your proposal, click on the page area to select the document page. From the right-hand properties panel, locate the Change Background Color. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/cFew readers

• How to create x.doc documents from scratch?

  Introduction Creating a new x.doc document is a straightforward process. Here's how you can do it: Click the X-Doc tab, then select Templates from the left navigation menu. Once you click on it, you will be redirected to the Templates page. Select Start from scratch to create a new x.doc document. (https://storage.crisp.chat/users/heFew readers

• Can I delete a room in the proposal?

  Introduction In x.doc, you can delete rooms from your proposal to better organize and manage its structure. Deleting a Room Navigate to the Rooms & Items page and select the room you wish to delete. Click the Action icon (three dots), then select Delete Room from the dropdown menu. (https://storage.crisp.chat/users/helpdesk/websiFew readers

• How to apply Labor Tax and Labor Discount?

  Overview This article explains how to apply Labor Tax and Labor Discount in your document or proposal. Applying labor tax and discounts helps ensure accurate pricing and compliance with your organization’s billing requirements. Go to the Price Breakdown section section and select Price Breakdown Settings. In the 'Pricing Breakdown Settings' panel, youFew readers

• How to add a page in a section?

  In x.doc, adding a new page to a static section is straightforward. This feature allows you to expand your document with additional content as needed. Here's how you can add a new page to a static section: Adding a New Page Hover your cursor over the top-right corner of the page, then click Add Page. After clicking Add Page, a new page is automatically added to the selected secFew readers

• How to delete x.doc document?

  In x.doc, you can delete documents that are no longer needed. Documents can be deleted in two ways: directly from the dashboard or from within the proposal. Method 1: Deleting from the Dashboard Page Navigate to the x.doc dashboard. Locate the document you want to delete. Click the Action menu (three dots ⋮) and select Delete. Method 2: DeletinFew readers

• How to show or hide summary for rooms and items?

  Overview This article explains how to show or hide the summary for rooms and items in your document or proposal. This option helps control what information is visible in the summary section, making the document more detailed or more concise based on client requirements. Steps to Show or Hide Room and Item Summary Navigate to your proposal's 'Rooms & Items' section and select 'Rooms & Items Settings' from the right. (https://storage.crisp.chatFew readers

• How to submit a x.doc document to the client?

  Overview This article explains how to submit an X-Doc document to a client. Submitting an X-Doc allows you to share a finalized, client-ready version of the document for review or approval. Steps to Submit an X-Doc to the Client Navigate to the X-Doc dashboard and select the proposal you want to submit to the client. Click the Actions button (three dots) and choose Review & Submit from the drop-down menu. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/dFew readers

• How do I exclude taxes on my proposal pdf?

  Introduction If you want to exclude specific taxes from your proposal in x.doc, you can easily do so. Excluding Taxes Navigate to the Pricing Breakdown section and click Pricing Breakdown Settings. The Pricing Breakdown Settings dialog box will open. Under Tax Preferences, uncheck the taxes you want to exclude, then click Save and CloFew readers

• How to download the client pdf of the x.doc document?

  Overview This article explains how to download the Client PDF version of an X-Doc document. The Client PDF is a customer-facing version of the document that excludes internal or pricing details, depending on your configuration. Steps to Download the Client PDF On the X-Doc editor page, click Client PDF from the Actions dropdown menu on the right side of the proposal. The sysFew readers

• How to Edit x.doc document details?

  Introduction In x.doc, you can easily edit the details of your documents, such as the document name and contact details. This feature allows you to keep your documents up-to-date and accurate. Here's how you can edit the details of a document in x.doc: Editing Document Details Go to the x.doc Documents page and click the Actions icon (three dots ⋮) for the proposal you want to edit. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image14p6Few readers

• How to edit per item labor on the Rooms & Items page?

  Introduction In x.doc, you can add labor values to individual items and save them to your library for future use. Editing Labor Details Navigate to the Rooms & Items section of your proposal and select the room. Locate the item you want to edit and click the Edit option next to it. (https://storage.crisp.chat/users/helpdesk/website/-/eFew readers

• How to update per item labor in bulk?

  Introduction In x.doc, you can quickly update labor rates for different combinations of brands and categories. This feature helps you efficiently manage and maintain labor costs within your library. Quick Update of Labor Rates From the dashboard, select My Library in the left-hand navigation menu. After clicking it, you will be redirected to MFew readers

• How to re-order items in Rooms & Items section?

  Introduction In x.doc, you can reorder items within a room to better organize your proposal. This guide will show you how to do it: Navigate to the Rooms & Items section in your proposal editor and find the item you want to reorder. Click and hold the drag icon next to the item, then move it up or down to the desired position, then release the item toFew readers

• How to edit a product details on the Rooms & Items page?

  Introduction Editing product details in a proposal using x.doc is a straightforward process. Here's how to do it: Editing Product Details Open your proposal and navigate to the Rooms & Items section. Locate the product you want to update and click the Edit icon next to the product name. (https://storage.crisp.chat/users/helpdesk/websFew readers

• How to add technical description in proposal?

  Overview Adding sections to an X-Doc document allows you to customize your proposal by including the content you need, such as pricing, scope, images, or text. Follow the steps below to add a section to your X-Doc document. Steps to Add a Section in X-Doc Inside the X-Doc Editor. Click on the Add Section or (+) icon. From the select section, locate Technical DescriptiFew readers

• How to change padding of an image?

  Introduction In x.doc, you can adjust the padding of an image to control the space around it. This feature can be useful when creating a certain layout or design in your document. Here's how you can change the padding of an image in an x.doc document: Changing Image Padding On the x.doc editor page, select the image for which you want to change padding details. When you select the image, tFew readers

• Where I can view x.doc document Activity logs?

  Introduction The Activity Logs feature in x.doc allows you to track all activities related to a document. This is useful for reviewing changes, updates. Accessing Activity Logs Navigate to the x.doc dashboard. Click the Activity logs option under the Action button ( ⋮ ) three dots. Once you click on it, you will be redirected to the ActiviFew readers

• How to change the Opacity / Visibility of element?

  Introduction In x.doc, you can adjust the opacity or visibility of an element to customize the look and feel of your document. This feature allows you to control how much background is visible through the element. Here's how you can change the opacity/visibility of an element: Changing Opacity / Visibility Select the element for which you want to change the Opacity / Visibility. Change tFew readers

• How to manually update stages of your x.doc document?

  Introduction Managing the stages of an x.doc document helps you track its progress and maintain control over its status. Updating Document Stages Moving Between Stages : On the x.doc document, you can drag and drop a document from one stage to another to update its status. Moving to Sent, Viewed, Accepted, or Declined : When moving a documentFew readers

• How to change the element border color and style?

  Introduction Customizing the border color of elements such as shapes, images, or PDFs in x.doc allows you to enhance the visual appearance of your document. Changing the Border Color of an Element Select the element (Shape, Image, or PDF) you want to change the border color. From the right-hand panel, click the Border option. (hFew readers

• What is 'repeater' and how to apply it to an element?

  Introduction In x.doc, the Repeater feature allows you to copy an element to the same spot on every page of a document. This is especially useful for elements such as headers or footers that need to appear consistently across all pages. Using the Repeater Feature Open your x.doc document and select the element you want to repeat across pages.Few readers

• How to delete an element in the x.doc document?

  Introduction Deleting elements in x.doc helps you manage content and keep your document organized. Deleting an Element Open your x.doc document and navigate to the section in which you want to delete an element. Select the element (Image, Text Box, PDF, Signature, and Shapes) you want to delete in your x.doc document. (Few readers

• How to apply Equipment Tax and Equipment Discount in x.doc?

  Introduction In x.doc, you can easily apply Equipment Tax and Discount to your proposal. This feature allows you to adjust the pricing of your proposal according to your specific requirements. Here's how you can apply Equipment Tax and Discount: Applying Equipment Tax and Discount Navigate to the proposal where you want to apply Equipment Tax and Discount. Select the 'Pricing Breakdown' section. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/a6368Few readers

• How to hide / View table of content from client pdf?

  Introduction In x.doc, you have the flexibility to customize the visibility of the table of contents in the client PDF. This can help you tailor the document to your client's preferences and needs. Here's how you can do it: Hiding/Viewing Table of Contents in Client PDF Click on the 'Settings' option on the screen's left side. You'll be led to the settings page once you click on the 'SettFew readers

• How to send an element backward / forward in an x.doc document?

  Introduction In your project, you may need to adjust the layering of elements such as text boxes, shapes, images, or PDFs. This can be done by sending elements backward or bringing them forward. Here's how you can do it: Adjusting Element Layering Select the Element: Choose the element (text box, shapes, images, PDF) you want to send backward or bring forward. Click on the backward/forwFew readers

• How to share a x.doc document to the client via link?

  Overview In X.doc, you can share a document with your client using a shareable link. This allows the client to view the document through link. Open the X.doc document you want to share with the client. Click on the three dots; a window will appear. Under the Actions option, select Copy Link. You can copy the x.doc document link by clicking the 'Copy Link'Few readers

• How to add a text box in the x.doc document?

  Overview In X.doc, you can add a text box to insert custom text anywhere in the document. Text boxes are useful for adding notes, labels, or additional information. Steps to Add a Text Box Open the X.doc document where you want to add the text box. Click on the 'Add Element' option under 'Element Actions' on the right side of the screen. SelFew readers

• How to apply Equipment Discount on individual line items in x.doc?

  Overview In X.doc, you can apply an equipment discount to individual line items instead of applying a discount to the entire document. This is useful when different products require different discount values. Steps to Apply an Equipment Discount on an Individual Line Item Go to the 'Rooms & Items' section and select 'Rooms & Items Settings. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3Few readers

• How to add a section to a x.doc document?

  Introduction  Adding sections in your x.doc document can help you structure your content effectively. Here's how you can do it: Adding a Section On the x.doc editor page, click the 'Sections (+)' button on the top-left corner of your proposal. Once you click on it, an 'Add Section' dialogue box will appear where you can choose the section you want to add. (https://storage.crisp.chat/uFew readers

• How to add Pricing Breakdown section in the x.doc editor?

  Overview The Pricing Breakdown section in the X-Doc Editor allows you to display a detailed cost summary of your proposal, including products, taxes, discounts, labor cost, and totals. Follow the steps below to add the Pricing Breakdown section to your X-Doc. Steps to Add the Pricing Breakdown Section On the X-Doc Editor. click on the (+) icon to Add Section. From the selFew readers

• How can I re-sync Per Item labor to items on the Rooms & Items page?

  Introduction In x.doc, you can easily resync per-item labor headers with the group labor in your proposal. This feature allows you to ensure that labor headers remain consistent with the labor settings of their respective groups. Resyncing Labor Headers with Group Labor In the proposal editor, click on the Rooms & Items section. After clicking on thiFew readers

• How to duplicate an element in x.doc document?

  Introduction  In x.doc, you can duplicate elements such as images, text boxes, shapes, and signatures. This feature can be useful when using the same element multiple times in your document. Here's how you can duplicate an element in an x.doc document: Duplicating an Element Select the element (Image, text box, shapes, signature) you want to duplicate in your x.doc document. Click on the 'Few readers

• How to add shapes to x.doc documents?

  Overview Shapes in the X-Doc Editor allow you to visually highlight information, separate sections, or enhance the overall layout of your document. You can add shapes such as rectangles, lines, or other elements directly within an X-Doc document by following the steps below. Steps to Add Shapes in X-Doc Inside the X-Doc Editor, locate the Add Element. Click on it. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/add-elementygFew readers

• How to add a custom section in x.doc editor?

  Overview Custom sections in the X-Doc Editor allow you to add personalized content to your document, such as custom text, terms, notes, or additional information that is not available in the default sections. Follow the steps below to add a custom section to your X-Doc document. Steps to Add a Customer Section in X-Doc Inside the X-Doc Editor. Click on the Add Section or (+) icon. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/section15foylFew readers

• How to share the saved x.doc template?

  Introduction In X.DOC, you can share saved templates with other users in your group. This feature allows for efficient collaboration and consistency across documents. Here's how you can share a template: Steps to Share a Template Click on the X-DOC tab, and then select Templates from the left navigation menu to open the Templates page. After clicking, you will bFew readers

• How to link a x.doc documents to project?

  Introduction Linking your x.doc document to a project in x.doc is a simple process. This can help you keep your documents and projects organized and easily accessible. Here's how you can do it: Steps to Link an X.DOC Document to a Project On the X.DOC dashboard page, locate the proposal you want to link to a project and click Link to a Project under the Action icon ( ⋮ ) (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/690e0708-4a9e-476a-aFew readers

• How to move a x.doc document to archive?

  Introduction Archiving a document in x.doc lets you organize your workspace by moving inactive or completed proposals to a separate location Navigate to the x.doc Documents page for the proposal you want to archive, click the Action menu (three dots ⋮) Select Archive to move the document to the archive section. (https://storage.crisFew readers

• How to add the Static custom section in x.doc editor?

  Introduction Adding a static section in your X.DOC document allows you to place and organize content such as text, images, PDFs, and shapes, precisely where you want them. Here's how you can do it: Adding a Static Section On the x.doc editor page, click the Sections (+) button located in the top-left corner of your proposal. Click on the Custom section option froFew readers

• How to recall an already submitted x.doc document?

  Introduction In x.doc, the Recall feature allows you to move a sent document back to the draft stage so you can make edits or updates as per your requirement. Recalling an x.doc Document From the x.doc dashboard, locate the document you want to recall. You can only recall proposal from Sent and Viewed stage For the selected document, click thFew readers

• Can I view items category wise items in Rooms & items page/client PDF?

  Introduction In x.doc, you can view items categorically in the 'Rooms & Items' page or client PDF.  This feature allows you to organize your items based on their categories, making navigating through the proposal easier for you and your clients. Viewing Category-Wise Items in the 'Rooms & Items' Page/Client PDF In the proposal editor, click on the Rooms & Items section. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/e1724e0c-8d8c-4b01-a654-8eFew readers

• How to update per item labor from My library page?

  Introduction Managing labor details for your products is an important part of effective project planning. The library allows you to easily update and manage labor information. From the dashboard, navigate to My Library. On the My Library page, locate the product you want to update the labor. Click the Action menu (three dots ⋮) and select AdFew readers

• How to assign a tag to x.doc document?

  Introduction In x.doc, tags can be used to categorize and organize your documents. Assigning a tag to a proposal can help you manage your documents more effectively. Here's how you can assign a tag to a proposal: Assigning a Tag On the x.doc dashboard page, click the 'Action' option denoted by three dots ( ⋮ ) on the proposal to which you want to assign a tag. After clicking theFew readers

• How to mark a template as default?

  Introduction You can set a default template for your x.doc documents. This feature allows you to maintain a consistent format across all your proposals, saving time and ensuring a professional appearance. Here's how you can do it: Setting a Default x.doc Template Click on the 'x.doc templates' option under the 'Templates' option from the left navigation menu. 2Few readers

• How to hide a section from client Preview/PDF?

  Introduction In x.doc, you can hide certain document sections from the client's PDF. This feature can be helpful when you want to include notes or internal information that should not be visible to the client. Here's how you can hide a section from the client's PDF: Hiding a Section On the x.doc editor page, click on the section you want to hide from the client's PDF. Click on theFew readers

• How to delete section from x.doc editor?

  Overview In X.doc, you can delete a section from the document if it is no longer needed. This helps keep your document clean and well organized. Steps to Delete a Section Navigate to the section you want to delete. Click the Actions (three dots) icon. Select Delete from the dropdown menu. (https://storage.crisp.chat/users/helpdesk/websiteFew readers

• How to add Rooms & Items section to a x.doc document?

  Introduction Adding specific sections like 'Rooms & Items' to your x.doc document can help you organize and present your information more effectively. Here's a step-by-step guide on how to do it: Adding the 'Rooms & Items' Section to the x.doc Document On the x.doc editor page, click the "Add section (+)" button at your screen's top-left corner. Once you click on it, select the 'RoFew readers

• How to create proposal using x.doc template?

  You can create a proposal using X-Doc templates by clicking the X-Doc tab and then selecting "Templates" from the left navigation menu. Once you click on it, you will be redirected to the Proposal Templates page. There, you will find multiple predefined proposal templates, which you can use to create proposal as per your requirements.. (https://storFew readers

• How to crop an Image in a proposal editor?

  To crop your image, select the image and click on the Crop Image option on the right side of the screen. A cropper tool will appear, allowing you to crop the image according to your requirements. After making the desired adjustments, click on the Crop option. The cropped image wiFew readers

• How to Add Page flow section in x.doc editor?

  Introduction Adding a Page Flow section in your X.DOC document allows your text to run over onto a new blank page automatically .Here's how you can do it: Adding a Page Flow Section On the x.doc editor page, click the Sections (+) button located in the top-left corner of your proposal. Click on the Custom section option from the drop-Few readers

• How to add Discount and Taxes in the Pricing table?

  Introduction Adding Discount and Tax to your pricing table in x.doc helps provide clear cost breakdowns for your clients and streamlines your proposal calculations. Follow the steps below to do so: Adding Discount and Tax Columns In the Pricing Table, click the plus (+) icon. This action will add a Discount column to the table. To add the DFew readers