• How do I navigate the x.doc Dashboard?

  Click the Menu icon to open the left navigation panel. Click X-DOC to expand the available options, then select X-DOC Dashboard. You will be redirected to the X-DOC Dashboard. A list of all your proposals will be displayed, categorized according to their current stage. From the X-DOC Dashboard, you can also create a new proposal, access the Templates page, navigate to theFew readers

• What is the difference between Gallery and My Templates?

  The Templates page is divided into two sections: Gallery and My Templates. Each section serves a different purpose. Gallery: The Gallery contains prebuilt templates provided by x.doc. These templates are designed for common proposal types and can be used as a starting point for creating new proposals. My Templates: My Templates contains templates that you have created or saved for future use. These templates are specific to your account or organization and can be reusedFew readers

• How do I enable language translation for PDFs?

  Overview In XTEN-AV, you can enable language translation for PDFs to help convert document content into a preferred language. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Page under the Preset Style Settings section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cFew readers

• How do I customize table headers?

  Overview In XTEN-AV, you can customize table header styles in the X-DOC editor to control the appearance of the header row in tables. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Table under the Preset Style Settings section. ![](https://storage.crisp.chat/users/helpdesk/website/-/Few readers

• How do I enable or disable the Table of Contents?

  Overview In XTEN-AV, you can enable or disable the Table of Contents in your PDF documents. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Page under the Preset Style Settings section.Few readers

• How do I delete a template from My Templates?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page, where you can access templates in both the Gallery and My Templates sections. The Gallery section contains predefined templates provided by XTEN-AV, while the My Templates section coFew readers

• How do I assign a vendor to a product in Inventory Management in X-DOC?

  Overview You can assign vendors to products in X-DOC Inventory Management to simplify procurement and quickly identify suppliers when creating purchase orders. Method 1 From the Dashboard, navigate to X-DOC dashboard from the left-side navigation menu. From the x.doc dashboard, click on the 'Inventory Management' option under the "Action" button. ![](https://storageFew readers

• How do I download the vendor-wise PO request from the Inventory Management document in x.doc?

  Overview Follow the steps below to download a vendor-wise PO request from the Inventory Management page in x.doc. From the x.doc dashboard, click the Action button and select Inventory Management option. On the Inventory Management page, click the Action button located on the right side of the screen. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae643Few readers

• How do I add labor headers?

  Overview Labor headers help organize and categorize labor activities in your proposal, allowing you to assign custom categories for more accurate estimation and reporting. Open your proposal and navigate to the Rooms & Items page. Click Labour Settings from the right side of the page. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image-20_Few readers

• How do I preview a template before using it?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page, where you can access all available templates. Gallery: Contains the predefined templates provided by x.doc. My Templates: Contains the templates that you have created or uploaded. You canFew readers

• How can I use inventory management in X-DOC?

  Overview 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" button. **ChanFew readers

• How do I switch between Gallery and My Templates?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page. Below the page title, you will find the Gallery and My Templates tabs. Click the desired tab to switch between the two sections. The Gallery tab contains preloaded templates provided by **Few readers

• How do I filter documents using Groups?

  Click the Menu icon to open the left navigation panel. Click X-DOC to expand the available options, then select X-DOC Dashboard. You will be redirected to the X-DOC Dashboard. Click the All Groups option located in the top-right corner of the page. A list of all available groupFew readers

• How do I customize table body styles?

  Overview In XTEN-AV, you can customize table body styles in the X-DOC editor to control the appearance of data rows within tables. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Table under the Preset Style Settings section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3Few readers

• How do I rename a section in an SOW template?

  Overview You can rename a section in a Scope of Work (SOW) template in XTEN-AV to keep your templates organized and easy to identify. Renaming sections helps improve clarity and makes it easier to manage templates with multiple sections. From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu. You will be redirected to the **Few readers

• How to change labor type to Per Item labor in x.doc?

  Overview In XTEN-AV, you can change the labor type to Per Item Labor in x.doc to calculate labor costs based on individual items. Open the required proposal in the x.doc editor. Navigate to the Rooms & Items section of your proposal. In the Rooms & Items section, click on the Labor Settings option. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/eFew readers

• How do I download a ZIP of x.doc document?

  Overview X-DOC allows you to download your proposal as a ZIP package, making it easy to archive, share, or store all associated document files in a single compressed folder. Method 1: From the X-DOC Dashboard Open the X-DOC Dashboard. Locate the proposal that you want to download. Click the Actions (⋮) menu next to the proposal. Select Download ZIP. A confirmatiFew readers

• How do I configure Overall Labor in X-doc?

  Overview The Overall Labor method in x.doc allows you to apply labor costs to the entire proposal instead of assigning labor to individual products. Navigate to the Rooms & Items page of your proposal editor page. Open the Labor Settings for the proposal where you want to apply labor. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_Few readers

• How do I link my proposal to a project?

  You can link your proposal to a project using the Link to Project feature. Linking a proposal to a project in x.doc is a simple process that helps keep your documents and projects organized, making them easier to manage and access. Follow the steps below to link a proposal to a project: Steps to Link an Proposal 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://stoFew readers

• What do the template categories mean?

  Template categories are tags that make it easier and faster to find templates based on your requirements. To view the template categories, navigate to the Templates page by clicking the X-DOC tab and then selecting Templates from the left navigation menu. The Templates page will open with the title Manage Templates. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/Few readers

• How can I create tags on x.doc?

  Overview You can create tags in x.doc to help organize and categorize documents and proposals Click on the X-DOC tab, and then select X-DOC Dashboard from the left navigation menu. On the x.doc dashboard page, click on the + icon next to the proposal section. The **Few readers

• How to switch between tags in x.doc Dashboard?

  Click the Menu icon to open the left navigation panel. Click X-DOC to expand the available options, then select X-DOC Dashboard. You will be redirected to the X-DOC Dashboard, where a list of all your proposals will be displayed, categorized according to their current stage. At the top of the page, you will find the list of Proposal tags. By default, the Proposals tag is selFew readers

• What does Rewrite with AI do in x.doc documents?

  Overview The Rewrite with AI feature in X-DOC helps you improve the quality of your proposal content without changing its intent. It uses AI to rewrite the selected text, making it clearer, more professional, concise, or engaging while preserving the original meaning. Open the required Proposal in X-DOC. Navigate to the text block, then select the text you want to rewrite.Few readers

• How do I change the page background color in an X-DOC document?

  Overview X-DOC allows you to customize the appearance of elements by changing their background color. This helps you highlight important content, improve readability, and maintain a consistent design throughout your proposal. Open the required proposal in X-DOC. Go to the page and from the right-side panel, locate the Change Background Color option. Click the color pickFew readers

• How do I change Page Orientation in x.doc documents?

  In XTEN-AV, you can change the page orientation. This allows you to switch between portrait and landscape layouts based on your document requirements. Method 1 To change the page orientation in the current proposal, navigate to the Page Orientation section on the right side of the page. Select the required orientation. A confirmation pop-up will appear; click on the Change optFew readers

• How do I download the Inventory Management document in X-DOC?

  Overview You can download the Inventory Management document in X-DOC to view, edit, or maintain your inventory data offline. From the x.doc dashboard, click the Action button and select Inventory Management option. On the Inventory Management page, click the Action button located on the right side of the screen. ![](https://storage.crisp.chat/users/helpdesk/websFew readers

• How do I resync labor headers?

  Overview The Re-Sync Labor Headers feature allows you to update the Per Item Labor headers in your proposal so they match the labor settings configured for their respective groups. This helps maintain consistency across your proposal whenever group labor settings have been modified. Resyncing Labor Headers with Group Labor In the proposal editor, click on the Rooms & Items section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/b8f8b2da-dFew readers

• How do I duplicate a room in x.doc document?

  Overview The Duplicate Room feature allows you to create a copy of an existing room within a proposal. The duplicated room retains the same items and room configuration as the original, Open the proposal and navigate to the Rooms & Items section. Locate the room you want to duplicate. For the selected room, click the three-dot (⋮) menu located next to the Add Item button.Few readers

• How to find archived x.doc documents?

  In XTEN-AV, archived documents can be accessed from the X-DOC Dashboard. Click on the X-DOC tab, and then select X-DOC Dashboard from the left navigation menu. To view your archived proposals, click Archives from the right-hand side of the x.doc dashboard. Once you click on the **Few readers

• How do I hide a room in x.doc document?

  Overview The Hide Room feature allows you to exclude selected rooms from a proposal without removing their associated content. Open your proposal and navigate to the Rooms & Items section where you want to hide a room. Click the Action icon (three dots), then select Hide Room from the dropdown menu. ![](https://storage.crisp.chat/usersFew readers

• How do I use the All category templates in x.doc?

  Kindly click on the X-Doc tab and then selecting Templates from the left navigation menu. At the top of the page, you will see the title Manage Templates. Below the title, you will find the Gallery section, which contains a collection of pre-designed templates provided by XTEN-AV. These templates are organized into various categories, such as Business, **Building ManagemFew readers

• How do I replace or update an existing template?

  Clicking the X-Doc tab and then selecting Templates from the left navigation menu. The Templates page will open with the title Manage Templates. Click the My Templates section. All templates that you have created or uploaded will be displayed. Note: Only the templates available in the My Templates section are editable. Hover over the template you want to update. ![]Few readers

• How do I edit room details in x.doc document?

  Overview The Edit Room Details feature allows you to update the information associated with a room in a proposal, such as its name and other room-specific details. Open the proposal and navigate to the Rooms section, then locate the room you want to edit. For the selected room, click the three-dot (⋮) menu located next to the Add Item button. ![](https://storage.crisp.chatFew readers

• How do I use variables in proposal?

  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/e3cdae643396300Few readers

• How do I view 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 do I enable or disable page numbers?

  Overview In XTEN-AV, you can enable or disable page numbers in your PDF documents to control whether page numbering appears on exported or shared files. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Page under the Preset Style Settings section. ![](https://storage.crisp.chat/users/helFew readers

• How to create a new Tag from the Dashboard using the (+) icon?

  Click the Menu icon to open the left navigation panel. Click X-DOC to expand the available options, then select X-DOC Dashboard. You will be redirected to the X-DOC Dashboard, where a list of all your proposals will be displayed, categorized according to their current stage. Click the + icon to create a new tag. Tags help you organize and manage your proposals more efficiently.Few readers

• How do I manage templates in x.doc My Templates?

  It is very simple to manage the templates in my template section of the template page. you can create, edit, share, Preview template, upload these all actions can be perform the XTEAN-AV platform to manage the templates. To navigate to the my template section of the template page. kindly follow the below mention steps. From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. ![](https://storage.crisp.chat/userFew readers

• How do I customize sections in a proposal?

  Overview In XTEN-AV, you can customize proposal sections in the X-DOC editor by adding elements such as Text Box, Image, PDF, Shapes, Drawing, as well as variables and repeaters. Adding elements Open the required proposal or document in the X-DOC editor. Navigate to the section where you want to add or customize content. Click on the Add Element option on the right side of the page to add an element. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/Few readers

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