Mobile
How do I access more options for a proposal on mobile app?
Overview The More Options menu provides quick access to additional actions you can perform on a proposal, such as moving it to another stage, sharing it, sending it for approval, viewing activity logs, assigning tags, downloading it as a ZIP file, or deleting it. Steps to Access the More Options Menu Open the X-PRO Mobile App and navigate to the X-DOC section.  icon. Once you click on it, you willFew readersHow do I delete a proposal on mobile app?
Overview You can delete a proposal directly from the mobile app if it is no longer required. Deleting a proposal permanently removes it from your account. Steps to Delete a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document. ![](https://storage.crisp.chatFew readersHow do I open a proposal from the Dashboard mobile app?
Overview You can open any proposal directly from the X-DOC Dashboard to view its details, review its contents, or perform additional actions. Steps to Open a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document. Tap the proposal card that you want to open.Few readersHow do I search for a proposal in the X-DOC mobile app?
Overview You can quickly search for a proposal in the mobile app using the search bar available on the X-DOC Dashboard. Steps to Search for a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document categories. Tap the Search bar at the top of the screen.Few readersHow do I submit a proposal in the mobile app?
Overview You can submit a proposal directly from the X-DOC mobile app after reviewing its details. Once submitted, the proposal is processed according to your organization's workflow. Steps to Submit a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, locate the proposal you wants to submit and click onFew readersHow do I delete a proposal in the mobile app?
Overview You can delete a proposal directly from the X-DOC mobile app if it is no longer needed. Once deleted, the proposal will be permanently removed from your account. Steps to Delete a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, locate the proposal you wants to delete and click on the three doFew readersHow do I view the activity logs for a proposal on mobile app?
Overview You can view the Activity Logs of a proposal in the mobile app to track all actions performed on the proposal, such as creation, updates, approvals, and sharing history. Steps to View Activity Logs Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document. ![Few readersHow do I move a proposal to another stage on mobile app?
Overview The Mobile App allows you to update the stage of a proposal. Moving a proposal to the appropriate stage helps keep you organized and provides accurate visibility into the proposal's current status. Steps to Move a Proposal to Another Stage Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displayiFew readersHow do I access the X-DOC Dashboard on mobile app?
Overview You can access the X-DOC Dashboard directly from the mobile app to view and manage your proposals. Steps to Access the X-DOC Dashboard Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document categories. ![](https://storage.crisp.chat/users/helpdesk/Few readersHow do I send a proposal for approval in the mobile app?
Overview You can send a proposal for approval directly from the mobile app. This allows the designated approver to review the proposal before it is shared with the client. Steps to Send a Proposal for Approval Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available documeFew readersHow do I share a proposal from the X-DOC mobile app?
Overview You can share a proposal directly from the X-DOC mobile app, allowing clients or team members to access the proposal quickly. Steps to Share a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document. ![](https://storage.crisp.chat/users/helpdesk/weFew readers
How do I search documents from the Dashboard?
There are two options to search for documents: the Main Dashboard and the X-DOC Dashboard. Option 1: Main Dashboard Navigate to the Main Dashboard and click the Global Search bar located at the top of the page. Enter the value you want to search for. A list of matching documents will appear based on the value you entered. Click the desired option under the Proposal category. A nFew readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow do I enter Settings Mode?
Overview X.DOC Settings Mode allows users to configure and customize proposal sections, formatting styles, and document-level settings. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. The Settings Mode panel will open. On the right panel, choose Preset Style Settings and select **TEXT, TABLE,Few readersHow 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 readersHow 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 readersHow 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 readersHow do I browse x.doc templates by category?
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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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.  menu next to the proposal. Select Download ZIP. A confirmatiFew readersHow 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.  menu located next to the Add Item button.Few readersHow 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 readersHow 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 readersHow 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 readersHow 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.  menu located next to the Add Item button.  three dots. Once you click on it, you will be redirected to the **ActiviFew readersHow 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 readersWhat is the purpose of the Proposals tag?
Proposal tags are used to categorize and differentiate a large number of proposals. They provide an additional filtering option, making it easier to locate specific proposals and helping keep the dashboard more organized. For example, when you navigate to the X-DOC Dashboard, the proposal tags are displayed at the top of the dashboard, allowing you to quickly filter and organize proposals. WFew readersHow do I configure Custom Labor in X-doc?
Overview The Custom Labor feature in XTEN-AV allows you to create and manage your own labor items based on your organization's installation requirements. Open the proposal in which you want to make changes. Click on the “Rooms & Items” option located in the left menu bar, then click on “Labor Settings” located in the right menu bar. Please select the Custom option from theFew readersWhy my proposal is Total price is multiplied my 2?
If your proposal's total price has been multiplied by 2, it is likely because the room quantity has been set to 2. Increasing the room quantity does not duplicate the products within the room. Instead, XTEN-AV treats it as the same room being repeated multiple times and multiplies the total cost of that room by the selected quantity. Example: Cost of one room: $1,000 Room quantity: 2 Total room cost: $2,000 To verify or update the room quantity, follow the steps belowFew readersHow do I drag and drop a document into x.doc?
Overview The Drag and Drop feature in x.doc lets you quickly upload a existing documents/file by dragging it into the upload area. Once uploaded, x.doc automatically converts the file into a new proposal that you can edit, customize, and share. Navigate to the x.doc Dashboard and click Create New. On the Templates page, locate the Drag and Drop your file here upload aFew readersWhat is the difference between Room Wise, Only Summary, and Both in x.doc document?
Overview In x.doc, the Room Display setting determines how rooms and their items are shown in the Rooms & Items section of the proposal or Client PDF. Room Wise Displays each room separately with all the products/items listed under their respective room. Use when you want clients to see a detailed breakdown of equipment by room. Navigate to the Rooms & Items page and select Rooms & Items Settings. Under Layout Preferences, select Room WiseFew readersHow to update the Room quantity in proposal?
To update the room quantity in your proposal, follow the steps below: Open your proposal and navigate to the Rooms & Items section for the room whose quantity you want to update. The Rooms & Items page will open. Click the three-dot (⋮) menu on the far right of the room name, then select Edit Details.  and select Hide Description from the dropdown menu. Once you select Hide Description, the room description will no lonFew readersHow to Add a Description to the Room & Item Section of a Proposal?
Overview: The Room Description feature allows users to add a detailed description and images to a specific room within the Rooms & Items section of a proposal. The description is automatically saved and can be shared with the client. It is also included in the exported client PDF, allowing the room details and supporting images to be presented as part of the final proposal. Add Description to Room & Items section Open your proposal and navigate to the Rooms & Items section whereFew readers