Mobile
How do I find a specific proposal quickly on mobile app?
Overview You can quickly locate a specific proposal in the mobile app by using the Search bar available on the X-DOC Dashboard. Steps to Find a Specific Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. Tap the Search bar at the top of the screen.  icon. Once you click on it, you willFew readersHow do I assign tags to a proposal on mobile app?
Overview You can assign tags to a proposal in the mobile app to help organize, categorize, and quickly identify proposals. Steps to Assign Tags to 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/wFew readersHow do I access the Proposal Options menu in the X-DOC mobile app?
Overview The Proposal Options menu provides quick access to actions you can perform on a proposal, such as moving, sharing, reviewing, downloading, or deleting it. Steps to Access the Proposal Options Menu 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 docFew readersHow do I navigate the X-DOC Dashboard in the mobile app?
Overview The X-DOC Dashboard provides a central location to access and manage your proposals and other document-related items. You can easily navigate through different sections using the available tabs and navigation options. 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 categoFew 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 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_guarFew 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 download a proposal as a ZIP file on mobile app?
Overview You can download a proposal and its associated documents as a ZIP file directly from the mobile app. Steps to Download a Proposal as a ZIP File 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/helFew 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 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 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 discard style changes?
Overview In XTEN-AV, you can discard style changes in a document when you do not want to apply the updated formatting or preset modifications. Open the required proposal or document in the X-DOC editor. Click on the Settings option on the left side of the page. Click on the Discard Changes option to discard the previous changes in the proposal. ![](https://storage.criFew readersHow do I change PDF page orientation?
Overview In XTEN-AV, you can change the PDF 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 tFew 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 update an x.doc existing template?
Click on 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 uFew 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 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 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 readersHow to view Pricing details after sending a proposal to a client?
Overview After sharing a proposal with your client, you can still review the pricing details for both equipment and labor directly from the proposal. This allows you to verify product pricing, discounts, markup, and labor settings without modifying the proposal. Steps to View Equipment Details Open the proposal that is in the Sent, Viewed, or Accepted stage. Navigate to the **RoomsFew 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 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 readersWhat 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 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 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.  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 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 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 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 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 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.  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 X-DRAW design drawings to a proposal?
Overview The Drawing section in X-DOC allows you to include drawings created in X-DRAW in your proposal. Once you create a design and generate the required drawings, you can add the Drawing section to your proposal to display all the drawings associated with that design. Create an X-DRAW Design Before adding X-DRAW drawings to a proposal, you must first create a design using X-DRAW: [How to Create a Design Using X-DRAW](https://knowledgebase.xtenav.com/en-us/article/how-to-creFew readersHow Can a Client Accept a Proposal?
Once a proposal has been submitted through X-DOC, the client receives a link to review the document online. From there, they can view the details, add comments if needed, and formally Accept or Decline the proposal.Few readersHow can a Client Decline a Proposal?
If a client reviews a proposal and decides not to move forward, they can decline it directly from the shared proposal link. Declining notifies the sender so they can follow up or revise the proposal as needed.Few readersHow can a client request changes to a proposal?
Overview If a client reviews a proposal and wants something adjusted — pricing, scope, equipment, terms, or any other detail — they can request changes by adding comments directly on the proposal. This lets the sender know exactly what needs to be revised before the client signs or accepts. The client receives an email with a link to the proposal. Clicking the link opens the proposal iFew readersHow can the user view the proposal after it has been accepted by the client?
Once a client reviews and accepts a proposal, you (the user) don't need to go looking for it — you're notified right away, and the proposal automatically moves to the Accepted stage on your X-Doc dashboard, where you can open it anytime to view the details.Few readersHow can a Client Review, Sign, and Accept a Proposal?
The Client Proposal Signing feature allows clients to securely review, sign, and accept proposals directly from their browser. Clients can review the project scope, pricing, BOM, and terms before adding their signature and accepting the proposal. This provides a convenient and streamlined approval process while allowing the proposal status to be updated to **Accepted** once the signing process is completed.Few readersHow can a client sign a proposal?
Overview When a proposal includes a signature element, the client can review the document and add their digital signature directly on the proposal page — no printing, scanning, or third-party e-signature tool required. The client receives an email notification with a link to the proposal once it has been submitted. Clicking the link opens the proposal in the client's web browser. TFew readers