# RDrive Knowledge Base

## Docs

- [Create a Bundle](https://docs.rdrive.io/documents/bundles/create-a-bundle.md): Click the menu icon ≡ on the top left corner to unfold the Menu, get entry to the Documents page to create a Bundle.
- [Download a bundle](https://docs.rdrive.io/documents/bundles/download-a-bundle.md): If the files are into bundles, you can download multiple files in one go.
- [Edit the bundle](https://docs.rdrive.io/documents/bundles/edit-the-bundle.md): You may edit the name and dot colour of the bundle or delete it.
- [Manager documents in the Bundle.](https://docs.rdrive.io/documents/bundles/manager-documents-in-the-bundle.md): You may add the uploaded documents to the bundle or remove from the bundle.
- [What is bundle?](https://docs.rdrive.io/documents/bundles/what-is-bundle.md): Bundles are files put together that allows users to download an entire document pack onto their device with a simple click. Otherwise, each document download wo
- [Delete or recover Documents](https://docs.rdrive.io/documents/documents/delete-or-recover-documents.md): Every user would be able to access the documents to delete or recover documents.
- [How to create a folder?](https://docs.rdrive.io/documents/documents/how-to-create-a-folder.md): If you wish to create more folders to keep documents organized, here is what you can do:
- [How to download documents?](https://docs.rdrive.io/documents/documents/how-to-download-documents.md): The uploaded documents can be downloaded by all users.First of all, may I please know which method are you using RDrive?
- [How to upload documents?](https://docs.rdrive.io/documents/documents/how-to-upload-documents.md): Go to Documents, tap on the folder you wish to upload your file to, and click UPLOAD.
- [Is there version control in RDrive documents?](https://docs.rdrive.io/documents/documents/is-there-version-control-in-rdrive-documents.md): RDrive can help save all versions of files and view update history as files and drawings are modified, ensuring that users can use the latest version.For exampl
- [Search documents](https://docs.rdrive.io/documents/documents/search-documents.md): The uploaded documents can be searched on the system.First of all, may I please know which method are you using RDrive?
- [What are Documents for?](https://docs.rdrive.io/documents/documents/what-are-documents-for.md): Documents is a public area for all users to store documents. Any type of documents would be able to upload here.
- [Can I export the data from the Dashboard?](https://docs.rdrive.io/faq/dashboard/can-i-export-the-data-from-the-dashboard.md): Click the menu icon ≡ on the top left corner to unfold the Menu, get entry to the Dashboard to see custom analytics/summary.
- [Generate a Site Daily Report](https://docs.rdrive.io/faq/dashboard/generate-a-site-daily-report.md): RDrive simplifies the process of generating Site Daily Reports, allowing you to keep track of daily activities on your project sites efficiently. Follow this gu
- [How to generate the GF527 via the Dashboard?](https://docs.rdrive.io/faq/dashboard/how-to-generate-the-gf527-via-the-dashboard.md): RDrive has introduced a dedicated dashboard to generate the GF527 report, which is essential for complying with the Digital Works Supervision System (DWSS) requ
- [How to use the Site overview Dashboard?](https://docs.rdrive.io/faq/dashboard/how-to-use-the-site-overview-dashboard.md): This guide walks you through how to filter and export data from the register on the Site Overview dashboard in RDrive. This process is useful for generating tai
- [Can I save the media I captured from the APP?](https://docs.rdrive.io/faq/general/can-i-save-the-media-i-captured-from-the-app.md): In response to the valuable feedback and requests from our esteemed customers, we are thrilled to introduce an exciting new feature that allows you to save the
- [How can I add photo to the issue/record?](https://docs.rdrive.io/faq/general/how-can-i-add-photo-to-the-issue-record.md): How to use the in app camera and gallery function to add photo evidence to your issue or record using RDrive
- [How can I contact support?](https://docs.rdrive.io/faq/general/how-can-i-contact-support.md): On RDrive, we are always on hand in a variety of ways should you need support.
- [How do I get notifications?](https://docs.rdrive.io/faq/general/how-do-i-get-notifications.md): This guide explains how users can receive notifications in RDrive based on subscriptions, and automation rules.
- [How to Add RDrive to Your Home Screen as a Web App (iOS & Android)](https://docs.rdrive.io/faq/general/how-to-add-rdrive-to-your-home-screen-as-a-web-app-ios-android.md): This guide explains how to quickly add RDrive from your mobile browser (Safari or Chrome) to your device’s home screen. Adding RDrive as a Web App allows you to
- [How to Check the Email Log](https://docs.rdrive.io/faq/general/how-to-check-the-email-log.md): This guide explains how to access and review the email log in the system.
- [How to reset the password for the user?](https://docs.rdrive.io/faq/general/how-to-reset-the-password-for-the-user.md): Only the company admin can reset the password for all users.
- [How to View an Issue or Record](https://docs.rdrive.io/faq/general/how-to-view-an-issue-or-record.md): A brief introduction explaining the purpose of this guide.
- [In-App Camera Function & Reducing Image Quality](https://docs.rdrive.io/faq/general/in-app-camera-function-reducing-image-quality.md): In-App Camera Function & Reducing Image Quality
- [Login with Passwordless](https://docs.rdrive.io/faq/general/login-with-passwordless.md): After the Passwordless activation, user can now login with an email address and passcode.
- [Login with Two-Factor Authentication](https://docs.rdrive.io/faq/general/login-with-two-factor-authentication.md): After the two-factor authentication activation, user can now log in with 2 different authentication factors.
- [Mastering Universal Search Flexibility](https://docs.rdrive.io/faq/general/mastering-universal-search-flexibility.md): The 'Conditions' concept plays a pivotal role in both Universal Search and Permission Rules, providing the flexibility of utilizing AND / OR.
- [Personalize Your Finder Display Settings](https://docs.rdrive.io/faq/general/personalize-your-finder-display-settings.md): This guide explains how to customize the display settings of the Finder, allowing users to choose which information to display.
- [Privileges](https://docs.rdrive.io/faq/general/privileges.md): By clicking the button, you'll reveal a menu that unlocks a world of additional functionalities.
- [RDrive App vs. Web: why do I need to install the app?](https://docs.rdrive.io/faq/general/rdrive-app-vs-web-why-do-i-need-to-install-the-app.md): Exploring the differences and benefits of app and desktop use of RDrive
- [Reaching out to Support](https://docs.rdrive.io/faq/general/reaching-out-to-support.md): You can reach Support through various channels such as phone calls, emails, live chat, and support ticket systems.
- [Switch Team - Web](https://docs.rdrive.io/faq/general/switch-team-web.md): Am I in the Correct Team?
- [What is Controller and how to change?](https://docs.rdrive.io/faq/general/what-is-controller-and-how-to-change.md): A controller serves as the responsible team overseeing a particular item. Initially, control is assigned to the team that creates the item and can be transferre
- [What is my default team and what does it do?](https://docs.rdrive.io/faq/general/what-is-my-default-team-and-what-does-it-do.md): Changing your default team affects what you can create and which team your issues and processes belong to.
- [Why can't I take certain actions or view certain records?](https://docs.rdrive.io/faq/general/why-can-t-i-take-certain-actions-or-view-certain-records.md): The issue appears to be tied to your account's permission settings. You can investigate this further by referring to the 'Privileges' section or reaching out to
- [Why do you need to install the RDrive APP?](https://docs.rdrive.io/faq/general/why-do-you-need-to-install-the-rdrive-app.md): RDrive is the Field Digitalisation Platform. It’s the fastest way to capture, monitor & analyse your project data.
- [Enable a disabled Issue profile](https://docs.rdrive.io/faq/issue/enable-a-disabled-issue-profile.md): You will able to see the menu icon on the top left corner, please click it to unfold the menu, access the Settings > Categories, select the category and subcate
- [The pins have different shapes and icon. What do they mean?](https://docs.rdrive.io/faq/issue/the-pins-have-different-shapes-and-icon-what-do-they-mean.md): The setup can be highly customized within each company. In most cases, custom issues are typically designed for defects, safety issues, environmental issues, or
- [Does a Process have to be assigned to someone / a team at all times?](https://docs.rdrive.io/faq/process/does-a-process-have-to-be-assigned-to-someone-a-team-at-all-times.md): There are multiple forms in a process, not all of them are immediately in use. Some of them may become active once the prior forms are closed. Then permissions
- [How to view the text in full in form viewer drop down menu when it is truncated?](https://docs.rdrive.io/faq/process/how-to-view-the-text-in-full-in-form-viewer-drop-down-menu-when-it-is-truncated.md): The width of the drop down menu is tied to the width of the field, so its text can sometimes be truncated when the field is too small.
- [When a field is 'Mandatory' in a form, will it force the user to fill it in before closing the form?](https://docs.rdrive.io/faq/process/when-a-field-is-mandatory-in-a-form-will-it-force-the-user-to-fill-it-in-before-closing-the-form.md): By default, when you try to change the status of a form and you have not filled in all mandatory fields, you will be given a warning.
- [Display setting - Cannot enable both 'Created By' & 'Created Date' at the same time.](https://docs.rdrive.io/faq/setup/display-setting-cannot-enable-both-created-by-created-date-at-the-same-time.md): You have run out of available space in the ticket.
- [Edit my Account Settings](https://docs.rdrive.io/faq/setup/edit-my-account-settings.md): Account settings refer to the customizable options and configurations associated with a user's
- [How are Tags used? ?](https://docs.rdrive.io/faq/setup/how-are-tags-used.md): Tags could be used as a condition of the permission set up, a Criteria when search.
- [How to add a reusable signature to your account on the website](https://docs.rdrive.io/faq/setup/how-to-add-a-reusable-signature-to-your-account-on-the-website.md): How to add a reusable signature to your account to apply in RDrive
- [How to Effectively Use the Preset Spreadsheet?](https://docs.rdrive.io/faq/setup/how-to-effectively-use-the-preset-spreadsheet.md): Preset spreadsheets are powerful tools for managing data and customizing projects efficiently. This article provides a practical guide on how to use preset spre
- [How to get my API key?](https://docs.rdrive.io/faq/setup/how-to-get-my-api-key.md): An API key serves as a unique identifier or code used by computer programs to authenticate and control access when making requests to an API (Application Progra
- [Unlock the Power of RFID & NFC Scanning with RDrive](https://docs.rdrive.io/faq/setup/unlock-the-power-of-rfid-nfc-scanning-with-rdrive.md): RDrive is taking efficiency and convenience to the next level with the introduction of RFID and NFC scanning capabilities in our mobile application. This featur
- [What is the relationship between Assign, Subscribe, Share?](https://docs.rdrive.io/faq/setup/what-is-the-relationship-between-assign-subscribe-share.md): Assignment, subscription, and sharing are vital association properties that define the interactions between users and objects within your system.
- [RDrive knowledge base](https://docs.rdrive.io/index.md): Guides and how-tos for using RDrive on the web and mobile.
- [Troubleshooting iFrame Issues in RDrive](https://docs.rdrive.io/integrations/iframe/troubleshooting-iframe-issues-in-rdrive.md): You may find that, on occasion, you are unable to add a website into RDrive's iFrame Dashboard feature. This can happen when the website has been created so tha
- [RDrive Progress Monitoring](https://docs.rdrive.io/integrations/progress-monitoring/rdrive-progress-monitoring.md): Insight into Progress Monitroing module.
- [Project Overview](https://docs.rdrive.io/integrations/project-analytics/project-overview.md): What does the Project Overview offer
- [What does the Issue Analysis Dashboard Offer](https://docs.rdrive.io/integrations/project-analytics/what-does-the-issue-analysis-dashboard-offer.md): The Issue Analysis Dashboard provides a comprehensive, real-time view of project wide issues and activity.
- [How does the comment function work?](https://docs.rdrive.io/mobile/forms/form-general/how-does-the-comment-function-work.md): On RDrive, there is a comment function for you to leave a comment to your co-workers. An email notification will send to an user if you @mention him in the comm
- [How to Assign a form to other users?](https://docs.rdrive.io/mobile/forms/form-general/how-to-assign-a-form-to-other-users.md): Assignment delegates responsibility. You can assign to a team, and optionally to its users to indicate who is currently responsible for handling this object. Th
- [How to share a form with other users?](https://docs.rdrive.io/mobile/forms/form-general/how-to-share-a-form-with-other-users.md): Sharing gives ad-hoc read access to other users. You can choose individual users to share with.Let's say if there are users who have edit rights only. If you sh
- [How to subscribe others to form?](https://docs.rdrive.io/mobile/forms/form-general/how-to-subscribe-others-to-form.md): Welcome to the User Guide on Managing Subscriptions and Sharing Forms. This guide will walk you through the process of managing subscriptions, understanding the
- [Where to view the linked item(s) of the form?](https://docs.rdrive.io/mobile/forms/form-general/where-to-view-the-linked-item-s-of-the-form.md): It is very common that different supporting documents, related issues/records and processes come along with the form itself.
- [Form view mode & List view mode of Formviewer on APP](https://docs.rdrive.io/mobile/forms/form-viewer-edit-change-status/form-view-mode-list-view-mode-of-formviewer-on-app.md): There are 2 types of form viewer mode on mobile app.
- [How to edit form content via the APP?](https://docs.rdrive.io/mobile/forms/form-viewer-edit-change-status/how-to-edit-form-content-via-the-app.md): If you need to fill in forms, follow these steps:
- [How to update the status of a form?](https://docs.rdrive.io/mobile/forms/form-viewer-edit-change-status/how-to-update-the-status-of-a-form.md): Yeah! You finish filling in relevant part(s) on a form. What's next?
- [Scanning QR code to fill form](https://docs.rdrive.io/mobile/forms/form-viewer-edit-change-status/scanning-qr-code-to-fill-form.md): Users can automatically fill in multiple fields by scanning the QR code via the app when utilizing the QR code import template. If you wish to use this feature,
- [How to add a new process?](https://docs.rdrive.io/mobile/forms/plan-viewer-add-new-process/how-to-add-a-new-process.md): RDrive is a location-based system. You will have to first visit a drawing to add a new process record at the Plan Viewer.
- [Can I delete a process? (APP)](https://docs.rdrive.io/mobile/forms/process-general/can-i-delete-a-process-app.md): Before you synchronise the RDrive app, you can delete process(es) you just newly created.
- [Change the controller of the process](https://docs.rdrive.io/mobile/forms/process-general/change-the-controller-of-the-process.md): A controller is a team that oversees this item. Control is first given to the team that creates the item, and can be passed along to different teams when necess
- [How to add form(s) to a process via APP?](https://docs.rdrive.io/mobile/forms/process-general/how-to-add-form-s-to-a-process-via-app.md): You may have to add optional form(s) to existing process due to operational needs.
- [How to reply to a comment on a form?](https://docs.rdrive.io/mobile/forms/process-general/how-to-reply-to-a-comment-on-a-form.md): When you get mentioned in a comment, you should receive an email notification.
- [How to search/find processes?](https://docs.rdrive.io/mobile/forms/process-general/how-to-search-find-processes.md): If you need to manage processes, for sure you have to know where they are.Let's find it out!?This article will show you how to do it on the RDrive app.
- [How to share a process with other users?](https://docs.rdrive.io/mobile/forms/process-general/how-to-share-a-process-with-other-users.md): Sharing gives ad-hoc read access to other users. You can choose individual users to share with.Let's say if there are users who have edit right only. If you sha
- [How to Add Additional Projects to the RDrive App](https://docs.rdrive.io/mobile/general/how-to-add-additional-projects-to-the-rdrive-app.md): A brief introduction explaining the purpose of this guide.
- [How to Remove and Re-add the Project?](https://docs.rdrive.io/mobile/general/how-to-remove-and-re-add-the-project.md): How to remove a project from the mobile app and re-add that back to the device
- [How to reply to a comment on an issue/defect/record?](https://docs.rdrive.io/mobile/general/how-to-reply-to-a-comment-on-an-issue-defect-record.md): How to respond to comments on issues or forms within RDrive.
- [How to Sync Your RDrive App](https://docs.rdrive.io/mobile/general/how-to-sync-your-rdrive-app.md): A brief introduction explaining the purpose of this guide.
- [How to view documents from the Document repository?](https://docs.rdrive.io/mobile/general/how-to-view-documents-from-the-document-repository.md): Click on the document icon in the bottom menu to access the Document repository.
- [In-App Camera Function & Reducing Image Quality](https://docs.rdrive.io/mobile/general/in-app-camera-function-reducing-image-quality.md): You may wish to reduce the image quality over app speed, this guide covers how to control image quality and camera function, should your device experience crash
- [Save a Bookmark for filter](https://docs.rdrive.io/mobile/general/save-a-bookmark-for-filter.md)
- [Scanning QR code to input text and Ext reg field](https://docs.rdrive.io/mobile/general/scanning-qr-code-to-input-text-and-ext-reg-field.md): The QR code scanning icon appears when editing the text field or External Reference. Click on it, and the camera will open, ready to scan the QR code.
- [Switch Teams - App](https://docs.rdrive.io/mobile/general/switch-teams-app.md): Am I in the Correct Team?
- [Understanding Project Download Modes in the RDrive App](https://docs.rdrive.io/mobile/general/understanding-project-download-modes-in-the-rdrive-app.md): A brief introduction explaining the purpose of this guide.
- [What is synchronise and why should I do it?](https://docs.rdrive.io/mobile/general/what-is-synchronise-and-why-should-i-do-it.md): Synchronization is crucial for maintaining accurate and up-to-date information across all devices.
- [What's Assigned to my Team?](https://docs.rdrive.io/mobile/general/what-s-assigned-to-my-team.md): A brief introduction explaining the purpose of this guide.
- [Where to add additional project(s) to the APP?](https://docs.rdrive.io/mobile/general/where-to-add-additional-project-s-to-the-app.md): To download additional project(s), unfold the side menu and click Projects.
- [Downloading Projects in RDrive Mobile App](https://docs.rdrive.io/mobile/getting-started/downloading-projects-in-rdrive-mobile-app.md): How to add and download projects to your mobile application
- [How do I download project on the mobile app?](https://docs.rdrive.io/mobile/getting-started/how-do-i-download-project-on-the-mobile-app.md): Thanks for choosing RDrive!To download RDrive App on your device, please install RDrive from App Store or Play Store.
- [How to navigate the New Landing Page (Mobile App, June 2023)](https://docs.rdrive.io/mobile/getting-started/how-to-navigate-the-new-landing-page-mobile-app-june-2023.md): The latest version of the RDrive Mobile App contains an all new Landing Page!
- [How to remove and re-add the project?](https://docs.rdrive.io/mobile/getting-started/how-to-remove-and-re-add-the-project.md): There are times when synchronization is not working as expected, e.g. do not see updated drawings, updated lists of users or contractors, updated issue lists.
- [What is the difference between the Download Project Modes?](https://docs.rdrive.io/mobile/getting-started/what-is-the-difference-between-the-download-project-modes.md): In RDrive, there are different types of Download Project Modes for you to choose from when you first download a project.
- [Where to add additional project(s) to the APP?](https://docs.rdrive.io/mobile/getting-started/where-to-add-additional-project-s-to-the-app.md): A brief introduction explaining the purpose of this guide.
- [How to Raise an Issue, Defect, or Record](https://docs.rdrive.io/mobile/issues/add-view-issue-record/how-to-raise-an-issue-defect-or-record.md): How to raise an issue, defect or record using RDrive
- [How to view issue/record?](https://docs.rdrive.io/mobile/issues/add-view-issue-record/how-to-view-issue-record.md): When dealing with the issues or records, it is crucial to know their location.
- [How to view issue/record status update history?](https://docs.rdrive.io/mobile/issues/add-view-issue-record/how-to-view-issue-record-status-update-history.md): Open the issue/record detail from the Plan viewer or Finder.
- [How to view the linked item(s) of the issue/record?](https://docs.rdrive.io/mobile/issues/add-view-issue-record/how-to-view-the-linked-item-s-of-the-issue-record.md): The associated item will be shown on the detail page. Simply click on it to view the linked item(s).
- [Linked Issue - Alternative 2](https://docs.rdrive.io/mobile/issues/add-view-issue-record/linked-issue-alternative-2.md): A short guide to the Alternative 2 Option of the Linked Item workflow
- [Could I remove the issue/record?](https://docs.rdrive.io/mobile/issues/issue-general/could-i-remove-the-issue-record.md): Before you synchronise, you can delete issue/record you created.
- [How can I move an issue/record pin?](https://docs.rdrive.io/mobile/issues/issue-general/how-can-i-move-an-issue-record-pin.md): ⚠️ Pin is only able to move with before sync.
- [How to add a comment to the issue/record via APP?](https://docs.rdrive.io/mobile/issues/issue-general/how-to-add-a-comment-to-the-issue-record-via-app.md): To communicate on an issue specifically, you can make use of the comment function.
- [How to add user(s) as a subscribe at an issue/record?](https://docs.rdrive.io/mobile/issues/issue-general/how-to-add-user-s-as-a-subscribe-at-an-issue-record.md): You may check on the subscriber list to know who is watching this issue/record and add a watcher to receive the notification of this issue/record.
- [How to assign the issue/record to others?](https://docs.rdrive.io/mobile/issues/issue-general/how-to-assign-the-issue-record-to-others.md): An issue can be initially assigned to a team and further delegated to specific team members who are currently responsible for the issue/record. All team members
- [How to change the controller of the issue/record?](https://docs.rdrive.io/mobile/issues/issue-general/how-to-change-the-controller-of-the-issue-record.md): A controller is a team that oversees this item. Control is first given to the team that creates the item, and can be passed along to different teams when necess
- [How to reply to a comment on an issue/record?](https://docs.rdrive.io/mobile/issues/issue-general/how-to-reply-to-a-comment-on-an-issue-record.md): When you get mentioned in a comment, you should receive an email notification.
- [How to share the issue/record?](https://docs.rdrive.io/mobile/issues/issue-general/how-to-share-the-issue-record.md): Share with other users to give them permission to see the issue/record.
- [How can I add photo to the issue/record? (APP)](https://docs.rdrive.io/mobile/issues/issue-viewer-fill-data-change-status/how-can-i-add-photo-to-the-issue-record-app.md): To add a photo in a photo field, you may add from the photo gallery or taking photos on-site by tapping the photo field.
- [How to update issues? (APP)](https://docs.rdrive.io/mobile/issues/issue-viewer-fill-data-change-status/how-to-update-issues-app.md): Once an issue is created, various parties may participate in the follow-up process, involving tasks like editing and updating the status. The platform is optima
- [Scanning QR code to fill an issue/record](https://docs.rdrive.io/mobile/issues/issue-viewer-fill-data-change-status/scanning-qr-code-to-fill-an-issue-record.md): Users can automatically fill in multiple fields by scanning the QR code via the app when utilizing the QR code import template. If you wish to use this feature,
- [App Diagnostics](https://docs.rdrive.io/mobile/troubleshooting/app-diagnostics.md): App Diagnostics is a tool that provides insights into how an application is performing, essentially acting as a health check-up for apps. It aids both users and
- [How to export project (database + files) to send to SnagR?](https://docs.rdrive.io/mobile/troubleshooting/how-to-export-project-database-files-to-send-to-snagr.md): If you encounter any unusual behavior on the app, please report it to us. The RDrive support team will investigate, and it would be immensely helpful if you cou
- [How to remove and readd the project?](https://docs.rdrive.io/mobile/troubleshooting/how-to-remove-and-readd-the-project.md): There are times when synchronization is not working as expected, e.g. do not see updated drawings, updated lists of users or contractors, or updated issue lists
- [Rdrive In App Notifications](https://docs.rdrive.io/mobile/troubleshooting/rdrive-in-app-notifications.md): ✅ Comment NotificationsUsers will receive in-app notifications when new comments are added to items they are involved with, such as mentions or replies.
- [What to do if the APP crash?](https://docs.rdrive.io/mobile/troubleshooting/what-to-do-if-the-app-crash.md): Welcome to the User Guide on Troubleshooting App Crashes. This guide is designed to assist you in addressing issues when the app crashes unexpectedly. Learn how
- [Why You May Need to Remove and Re-Add Your Project](https://docs.rdrive.io/mobile/troubleshooting/why-you-may-need-to-remove-and-re-add-your-project.md): When using software applications, you may occasionally encounter issues that seem difficult to resolve. One common recommendation from support teams is to remov
- [Computation - Issue](https://docs.rdrive.io/setup/company/categories/categories-issue-record-template/computation-issue.md): Computation - is a field module to assist you in designing your template with 'computed fields'. It can bring the ability to define fields on an object whose va
- [Create an issue/record template](https://docs.rdrive.io/setup/company/categories/categories-issue-record-template/create-an-issue-record-template.md): This template helps you to capture issues/records via mobile app and generate issue reports in a click.
- [Design an Issue/record report template](https://docs.rdrive.io/setup/company/categories/categories-issue-record-template/design-an-issue-record-report-template.md): Please access the Report layer by Company level ➡ Settings ➡ Categories ➡ Subcategories ➡ issue template ➡ issue wizard ➡ report layer to start.
- [Edit an issue/record template](https://docs.rdrive.io/setup/company/categories/categories-issue-record-template/edit-an-issue-record-template.md): Please access the template page by Company level > Menu > Setting > Categories > Subcategory to update an issue/report template.
- [How to add QR code import template to an issue/record?](https://docs.rdrive.io/setup/company/categories/categories-issue-record-template/how-to-add-qr-code-import-template-to-an-issue-record.md): The users can auto-fill multiple fields by scanning the QR code via the APP when the QR code import template is set.
- [Adjusting Font Appearance in Forms](https://docs.rdrive.io/setup/company/categories/categories-process-template/adjusting-font-appearance-in-forms.md): This guide explains the available options for adjusting the visual appearance of font size in form pages on RDrive. While font size, color, and style cannot be
- [Checkbox values](https://docs.rdrive.io/setup/company/categories/categories-process-template/checkbox-values.md): Every field has a value.
- [Computation: How to Set Up in a Form](https://docs.rdrive.io/setup/company/categories/categories-process-template/computation-how-to-set-up-in-a-form.md): Computation is a module designed to assist you in creating forms with 'computed fields.' These fields calculate their values based on other fields’ inputs, simi
- [Create a process template with form](https://docs.rdrive.io/setup/company/categories/categories-process-template/create-a-process-template-with-form.md): It is not uncommon that various business processes, e.g. daily site walk, quality / safety checklist, request for inspections, etc. remain in paper-based system
- [Form Reference document](https://docs.rdrive.io/setup/company/categories/categories-process-template/form-reference-document.md): To help your users understand specific requirements or expections from the form or process you can provide reference material
- [How to add QR code import template to a form?](https://docs.rdrive.io/setup/company/categories/categories-process-template/how-to-add-qr-code-import-template-to-a-form.md): The users can auto-fill multiple fields by scanning the QR code via the APP when the QR code import template is set.
- [How to update the process template & form?](https://docs.rdrive.io/setup/company/categories/categories-process-template/how-to-update-the-process-template-form.md): Please access the template page by Company level > Menu > Setting > Categories > Subcategory to update
- [OCR is not functioning?](https://docs.rdrive.io/setup/company/categories/categories-process-template/ocr-is-not-functioning.md): Welcome to the User Guide for Troubleshooting OCR Functionality. This guide is designed to help you understand the significance of assigning field titles in for
- [What can I do at the form wizard?](https://docs.rdrive.io/setup/company/categories/categories-process-template/what-can-i-do-at-the-form-wizard.md): Once you have added a new form template and uploaded the form image, you will be directed to the page below, known as the 'Form Wizard'.
- [What is a Placeholder?](https://docs.rdrive.io/setup/company/categories/categories-process-template/what-is-a-placeholder.md): A placeholder is a feature that displays the type of a field directly within the field itself when it contains no value. This is particularly useful in areas wh
- [Can I add template to project(s) from the company area?](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/can-i-add-template-to-project-s-from-the-company-area.md): Sometimes, you created a new template and wish to add it to the project(s). This article is to show you how.
- [Can I set permissions on fields?](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/can-i-set-permissions-on-fields.md): You cannot set permissions on fields per user / team, but you can disable fields based on the workflow state to set the permission of field for the form and iss
- [Computation - Best Practices in Finance/Accounting](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/computation/computation-best-practices-in-finance-accounting.md): RDrive’s computation capabilities offer an effective way to automate calculations and validations in purchase orders (POs). This guide will walk you through the
- [Computation Function Overview](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/computation/computation-function-overview.md): The Computation field module in RDrive is designed to help you create dynamic and efficient forms using 'computed fields.' This powerful functionality allows yo
- [Computation - List of Output Fields](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/computation/computation-list-of-output-fields.md): This article outlines the output fields, detailing the content displayed as output values based on each input data type. This information helps users easily set
- [Understanding Field Weighting](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/understanding-field-weighting.md): This guide explains how field weighting works in RDrive and its role in determining form completion percentages.
- [Understanding Version Reference in RDrive](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/understanding-version-reference-in-rdrive.md): This guide explains the concept of Version Reference in RDrive and how it helps track fields across different versions of a form or template.
- [What can Field Properties do?](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/what-can-field-properties-do.md): To set up the form/issue template, you have to:
- [What happens when I use 'Rollback'?](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/what-happens-when-i-use-rollback.md): When you rollback an issue template or a process template,
- [Why do we need to publish the template after changes?](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/why-do-we-need-to-publish-the-template-after-changes.md): You have to publish the template after any changes.
- [Why have a Yellow Triangle Warning?](https://docs.rdrive.io/setup/company/categories/categories-template-setup-knowledge-base/why-have-a-yellow-triangle-warning.md): It might seem insignificant, but this symbol holds the key to maintaining your data's integrity.
- [Edit the category and subcategory](https://docs.rdrive.io/setup/company/categories/edit-the-category-and-subcategory.md): Log in to Company Area.
- [How to add a category and subcategory?](https://docs.rdrive.io/setup/company/categories/how-to-add-a-category-and-subcategory.md): Category is a classification tool for you to manage all the templates.
- [How to recategorize?](https://docs.rdrive.io/setup/company/categories/how-to-recategorize.md): Category is a classification tool for you to manage all the templates.
- [Create a report cover template](https://docs.rdrive.io/setup/company/cover-templates/create-a-report-cover-template.md): A cover page is an optional item for the users to select when generating the reports. Could use for the daily, weekly and monthly report, download process, and
- [Manage the cover templates](https://docs.rdrive.io/setup/company/cover-templates/manage-the-cover-templates.md): This article shows you how to manage the created cover templates.
- [How to create a Data export template?](https://docs.rdrive.io/setup/company/data-export/how-to-create-a-data-export-template.md): Data export is a tool for general users to extract data to a CSV file for any purpose.
- [Are company level presets like lists affected by versioning?](https://docs.rdrive.io/setup/company/presets/are-company-level-presets-like-lists-affected-by-versioning.md): Versioning is only applicable to templates. Changes to presets affect all versions of forms regardless of when they are created.
- [How to edit a preset spreadsheet? (Company level)](https://docs.rdrive.io/setup/company/presets/how-to-edit-a-preset-spreadsheet-company-level.md): The sheets in the preset spreadsheet are inserted into the original spreadsheet if merged. If the name of the sheet in the preset spreadsheet is the same as the
- [How to set up / edit a preset image? (Company level)](https://docs.rdrive.io/setup/company/presets/how-to-set-up-edit-a-preset-image-company-level.md): The preset image allows you to set up a repeatedly used image so that it can be automatically filled in in issue record fields/form fields. The preset image box
- [How to set up / edit a preset text? (Company level)](https://docs.rdrive.io/setup/company/presets/how-to-set-up-edit-a-preset-text-company-level.md): The preset text allows you to set up a repeatedly used text so that it can be automatically filled in in issue record fields/form fields. The preset text box is
- [How to set up / edit preset lists? (Company level)](https://docs.rdrive.io/setup/company/presets/how-to-set-up-edit-preset-lists-company-level.md): Preset list is a constrained drop-down list.
- [Preset Spreadsheet - Add and Merge with the template (Company level)](https://docs.rdrive.io/setup/company/presets/preset-spreadsheet-add-and-merge-with-the-template-company-level.md): This article is letting you know how to create a spreadsheet to merge at a computed field of template at the company level, it would be a parameter with project
- [Set up a Report configuration](https://docs.rdrive.io/setup/company/report-configuration/set-up-a-report-configuration.md): Admin can pair an issue report template with a report configuration template, for the users able to pick a report configuration template from the download proce
- [Enable the 2FA/Passwordless (Company Level)](https://docs.rdrive.io/setup/company/security/enable-the-2fa-passwordless-company-level.md): Two-Factor Authentication/Passwordless can only be enabled by the company administrator on the company level.
- [Setting up SSO - Azure AD](https://docs.rdrive.io/setup/company/security/setting-up-sso-azure-ad.md): Login to RDrive Company Level
- [Adding user to a project from the Company level](https://docs.rdrive.io/setup/company/users/adding-user-to-a-project-from-the-company-level.md): Once you've added a user to the Company Level, you may want to add that user to a designated project.
- [How to add user(s) to the Company Level](https://docs.rdrive.io/setup/company/users/how-to-add-user-s-to-the-company-level.md): User list is the list of people who will be able to access RDrive.
- [Add a new Issue Profile](https://docs.rdrive.io/setup/project/category-issue-profiles/add-a-new-issue-profile.md): ? via WebsiteYou will able to see the menu icon on the top left corner, please click it to unfold the menu, access the Settings > Categories, select the categor
- [Assignment rule - Issue profile](https://docs.rdrive.io/setup/project/category-issue-profiles/assignment-rule-issue-profile.md): Assignment rule can help to enter data before adding a new record, the entered data would be editable.
- [Disable an Issue profile](https://docs.rdrive.io/setup/project/category-issue-profiles/disable-an-issue-profile.md): Once the profile disabled, no new records can be created with this profile. Existing issues are not affected by this.
- [Edit issue profile](https://docs.rdrive.io/setup/project/category-issue-profiles/edit-issue-profile.md): You will able to see the menu icon on the top left corner, please click it to unfold the menu, access Settings > Categories, and select the category and subcate
- [Export Issue profile](https://docs.rdrive.io/setup/project/category-issue-profiles/export-issue-profile.md): You will able to see the menu icon on the top left corner, please click it to unfold the menu, access the Settings > Categories, select the category and subcate
- [Prefill - Issue profile](https://docs.rdrive.io/setup/project/category-issue-profiles/prefill-issue-profile.md): The Prefill feature allows you to enter data before adding a new record. The entered data will remain editable, making it easier to input and adjust information
- [Add a new Process Profile](https://docs.rdrive.io/setup/project/category-process-profiles/add-a-new-process-profile.md): ? via WebsiteYou will able to see the menu icon on the top left corner, please click it to unfold the menu, access the Settings > Categories, select the categor
- [Assignment rule - Process profile](https://docs.rdrive.io/setup/project/category-process-profiles/assignment-rule-process-profile.md): An Assignment Rule is a powerful feature that allows users to pre-assign data automatically when adding a new record. This ensures that the data remains editabl
- [Disable a Process profile](https://docs.rdrive.io/setup/project/category-process-profiles/disable-a-process-profile.md): Once the profile disabled, no new records can be created with this profile. Existing issues are not affected by this.
- [Edit Process profile](https://docs.rdrive.io/setup/project/category-process-profiles/edit-process-profile.md): You will able to see the menu icon on the top left corner, please click it to unfold the menu, access Settings > Categories, and select the category and subcate
- [Enable a disabled Process profile](https://docs.rdrive.io/setup/project/category-process-profiles/enable-a-disabled-process-profile.md): ? via WebsiteYou will able to see the menu icon on the top left corner, please click it to unfold the menu, access the Settings > Categories, select the categor
- [Export Process profile](https://docs.rdrive.io/setup/project/category-process-profiles/export-process-profile.md): You will able to see the menu icon on the top left corner, please click it to unfold the menu, access the Settings > Categories, and select the category and sub
- [Prefill - Process profile](https://docs.rdrive.io/setup/project/category-process-profiles/prefill-process-profile.md): The Prefill feature allows you to enter data before adding a new record. The entered data will remain editable, making it easier to input and adjust information
- [Why can't I edit a Process Profile's 'pre-population' fields, I see a blank page.](https://docs.rdrive.io/setup/project/category-process-profiles/why-can-t-i-edit-a-process-profile-s-pre-population-fields-i-see-a-blank-page.md): In order to edit form fields for pre-population you will also need the 'Automation: Create + Edit + Delete' permissions for this to be available.
- [Edit the dashboard title & sorting](https://docs.rdrive.io/setup/project/dashboard/edit-the-dashboard-title-sorting.md): Click the ≡ menu icon on the top left corner to unfold the Menu, get entry to the Setting > Dashboards page.
- [How to add a new drawing set?](https://docs.rdrive.io/setup/project/drawings-and-locations/drawing-sets/how-to-add-a-new-drawing-set.md): Drawing sets operate similarly to folders, offering a structured way to organize and manage your drawings. By utilizing drawing sets, you can:
- [How to Edit or Delete a Drawing Set?](https://docs.rdrive.io/setup/project/drawings-and-locations/drawing-sets/how-to-edit-or-delete-a-drawing-set.md): To edit or delete a drawing set, follow these steps:
- [How to Edit Drawing?](https://docs.rdrive.io/setup/project/drawings-and-locations/drawings/how-to-edit-drawing.md): To begin editing a drawing in RDrive, follow these steps:
- [How to upload drawing(s)?](https://docs.rdrive.io/setup/project/drawings-and-locations/drawings/how-to-upload-drawing-s.md): You can always change and edit drawings.
- [What is the file size limit of drawings?](https://docs.rdrive.io/setup/project/drawings-and-locations/drawings/what-is-the-file-size-limit-of-drawings.md): The server imposes a payload size limit of 200MB. Since the file will be uploaded as a Base64 data URL, there will be an overhead of approximately 33.333%. Cons
- [Find and replace the drawings / drawing sets title](https://docs.rdrive.io/setup/project/drawings-and-locations/find-and-replace-the-drawings-drawing-sets-title.md): Click the ≡ menu icon on the top left corner to unfold the Menu, get entry to the Settings > Drawings page.
- [How do RDrive handle PDF as images (drawings/form pages)](https://docs.rdrive.io/setup/project/drawings-and-locations/how-do-rdrive-handle-pdf-as-images-drawings-form-pages.md): PDF will be converted to PNG images before uploading to the server.
- [How to Clone a Drawing(s) / Drawing Set?](https://docs.rdrive.io/setup/project/drawings-and-locations/how-to-clone-a-drawing-s-drawing-set.md): You can easily clone individual drawings or an entire drawing set by following the steps below. There are two main methods to clone a drawing set: manually or b
- [Edit / Delete the location pin(s)](https://docs.rdrive.io/setup/project/drawings-and-locations/locations/edit-delete-the-location-pin-s.md): You may edit a location pin one by one from the Plan viewer or Location page and batch edit the location tag and location title from the Location page - review
- [How to generate QR codes for locations?](https://docs.rdrive.io/setup/project/drawings-and-locations/locations/how-to-generate-qr-codes-for-locations.md): Using the QR code locator on the RDrive APP is a very efficient means to locate your exact position in a building immediately. Once locations have been added to
- [Location pin on the drawing](https://docs.rdrive.io/setup/project/drawings-and-locations/locations/location-pin-on-the-drawing.md): If you're unable to see the location pin or add one to the drawing, it could be due to a few reasons. Here's how project locations work and how to resolve the i
- [Difference Between Process and Form Permissions](https://docs.rdrive.io/setup/project/permission-policies-and-team-profiles/difference-between-process-and-form-permissions.md): A Process must include at least one Form, but it can have multiple Forms. When a Process is created, it automatically generates the associated Form(s) since the
- [How to add a permission policy?](https://docs.rdrive.io/setup/project/permission-policies-and-team-profiles/how-to-add-a-permission-policy.md): A Permission Policy forms the cornerstone of defining user rights, working collaboratively with Team Profiles and Teams to establish access parameters.
- [In which order do I set up the users for a project?](https://docs.rdrive.io/setup/project/permission-policies-and-team-profiles/in-which-order-do-i-set-up-the-users-for-a-project.md): As a company / project admin, as you first navigate through the options in the Settings menu, it could be overwhelming. There are permission policies, team prof
- [Manage the permission policy](https://docs.rdrive.io/setup/project/permission-policies-and-team-profiles/manage-the-permission-policy.md): Setting up effective permission policies is crucial for managing access control within your system. This article provides a comprehensive overview of actions yo
- [Manage the Team profile](https://docs.rdrive.io/setup/project/permission-policies-and-team-profiles/manage-the-team-profile.md): Team profile serves as the foundation for teams. When you set up teams, you MUST pick a team profile that contains different user roles.
- [Understanding Permission Policies and Rules](https://docs.rdrive.io/setup/project/permission-policies-and-team-profiles/understanding-permission-policies-and-rules.md): A Permission Policy forms the cornerstone of defining user rights, working collaboratively with Team Profiles and Teams to establish access parameters.
- [What is edit usage in permission policies?](https://docs.rdrive.io/setup/project/permission-policies-and-team-profiles/what-is-edit-usage-in-permission-policies.md): The flexibility of a permission system lies in its ability to adapt to diverse user needs. Reusable permission policies offer a dynamic approach by allowing the
- [What is team profile and how to setup?](https://docs.rdrive.io/setup/project/permission-policies-and-team-profiles/what-is-team-profile-and-how-to-setup.md): Team profile serves as the foundation for teams. When you set up teams, you MUST pick a team profile which contains different user roles. Please be aware that e
- [What should I be aware of when exporting Permission Policies](https://docs.rdrive.io/setup/project/permission-policies-and-team-profiles/what-should-i-be-aware-of-when-exporting-permission-policies.md): Every permission policy has a unique ID. You can have 2 policies with the same name and the system works just fine.
- [Creating and Managing a Navigation Plan in RDrive](https://docs.rdrive.io/setup/project/plan-viewer-navigation/creating-and-managing-a-navigation-plan-in-rdrive.md): Add Navigation Plan Layer
- [Managing Drilldown on Drawings](https://docs.rdrive.io/setup/project/plan-viewer-navigation/managing-drilldown-on-drawings.md): This guide explains how to manage Drilldown buttons on drawings in RDrive. Drilldowns allow you to create interactive links between drawings, helping users navi
- [Update Navigation Plan Guide](https://docs.rdrive.io/setup/project/plan-viewer-navigation/update-navigation-plan-guide.md): This guide explains how to update an existing Navigation Plan in RDrive. A Navigation Plan helps users easily navigate between drawings by setting up structured
- [How to edit a preset image?](https://docs.rdrive.io/setup/project/preset/how-to-edit-a-preset-image.md): Preset image is the read-only image on the form/issue. Usually will be set up from the project beginning.Editing the preset image on the project levelProject ad
- [How to edit a preset spreadsheet on the project?](https://docs.rdrive.io/setup/project/preset/how-to-edit-a-preset-spreadsheet-on-the-project.md): The sheets in the preset spreadsheet are inserted into the original spreadsheet if merged into the template computation. If the name of the sheet in the preset
- [How to edit a preset text?](https://docs.rdrive.io/setup/project/preset/how-to-edit-a-preset-text.md): Preset text is the read-only text on the form/issue. Usually will be set up from the project beginning.
- [How to edit the items of a preset list?](https://docs.rdrive.io/setup/project/preset/how-to-edit-the-items-of-a-preset-list.md): From time to time, there may be some updates on list items of a preset list.Editing the list items on project levelProject admin/users with edit Preset permissi
- [Edit Project information](https://docs.rdrive.io/setup/project/project-general-setting/edit-project-information.md): Click the ≡ menu icon on the top left corner to unfold the Menu, get entry to the Setting > Project page.
- [Enabling Feature Previews](https://docs.rdrive.io/setup/project/project-general-setting/enabling-feature-previews.md): RDrive offers a range of experimental features through its Feature Preview section, allowing users to customise and enhance their experience. These features are
- [How to add a Subscription Policy?](https://docs.rdrive.io/setup/project/subscriptions-and-reports/how-to-add-a-subscription-policy.md): When adding a Subscription Policy it is important to remember that each rule of the subscription policy has different conditions and options for you to control.
- [Managing Scheduled Report Policies in RDrive](https://docs.rdrive.io/setup/project/subscriptions-and-reports/managing-scheduled-report-policies-in-rdrive.md): This guide explains how to create, edit, and manage scheduled report policies in RDrive. These reports are automatically sent based on the rules and schedules y
- [Managing Subscription Policies and Rules](https://docs.rdrive.io/setup/project/subscriptions-and-reports/managing-subscription-policies-and-rules.md): Each Subscription policy rule comes with various conditions and options to help you customize the settings to fit your specific needs. Feel free to choose any c
- [How can I reset the authenticated device for others?](https://docs.rdrive.io/setup/project/users-and-teams/how-can-i-reset-the-authenticated-device-for-others.md): Sometimes, the user is unable to use the authenticated device, they need to contact their project administrator to disable the authenticated device or the user
- [How to add team to project?](https://docs.rdrive.io/setup/project/users-and-teams/how-to-add-team-to-project.md): Click the ≡ menu icon on the top left corner to unfold the Menu, get entry to the Setting > Teams page.
- [How to add user(s) to project?](https://docs.rdrive.io/setup/project/users-and-teams/how-to-add-user-s-to-project.md): User list is the list of people who will be able to access RDrive.
- [How to disable a team from the project?](https://docs.rdrive.io/setup/project/users-and-teams/how-to-disable-a-team-from-the-project.md): Click the ≡ menu icon on the top left corner to unfold the Menu, get entry to the Setting > Teams page.
- [How to disable the user from the project?](https://docs.rdrive.io/setup/project/users-and-teams/how-to-disable-the-user-from-the-project.md): System does not 'Delete' a user because the user may have some activity record or history. We can only disable it to strip the user of access while maintaining
- [How to edit team info?](https://docs.rdrive.io/setup/project/users-and-teams/how-to-edit-team-info.md): Click the ≡ menu icon on the top left corner to unfold the Menu, get entry to the Setting > Teams page.
- [How to edit user info?](https://docs.rdrive.io/setup/project/users-and-teams/how-to-edit-user-info.md): click the ≡ menu icon on the top left corner to unfold the Menu, get entry to the Setting > Users page.
- [How to manage the team member(s)?](https://docs.rdrive.io/setup/project/users-and-teams/how-to-manage-the-team-member-s.md): Adding a user to the team is related to the permission settings.
- [Functional Areas and Role-Based Permissions](https://docs.rdrive.io/standards/permissions-and-workflows/functional-areas-and-role-based-permissions.md): Manage and track problems, tasks, or activities that require attention. Permissions include viewing, editing, changing status, closing, reopening, sharing, unsh
- [Users, Teams and Roles](https://docs.rdrive.io/standards/permissions-and-workflows/users-teams-and-roles.md): In RDrive, all Users must be assigned to a Team or Teams in order to have visibility on the project.
- [What is the Workflow for Standard Issue Profiles (Defects/Issues/Snags)](https://docs.rdrive.io/standards/permissions-and-workflows/what-is-the-workflow-for-standard-issue-profiles-defects-issues-snags.md): You may have many items types in RDrive, Customised and Standard Items.
- [How can I configure computation in my RDrive forms?](https://docs.rdrive.io/support/support/how-can-i-configure-computation-in-my-rdrive-forms.md): A brief introduction explaining the purpose of this guide.
- [What are these warning indicators on my projects / rules?](https://docs.rdrive.io/support/support/what-are-these-warning-indicators-on-my-projects-rules.md): Explaining what the ! Alert is and how to resolve unsure rules causing them
- [Can I search for a Process/Checklist form by its content?](https://docs.rdrive.io/web/forms/create-and-view/can-i-search-for-a-process-checklist-form-by-its-content.md): To perform a process/checklist search, you can access the universal search bar at the top of your screen. This allows you to search processes/checklists by form
- [Can I track Changes/History in a form?](https://docs.rdrive.io/web/forms/create-and-view/can-i-track-changes-history-in-a-form.md): In RDrive, you can track the editing history of the form and also the person responsible for any changes made to the form throughout it's history!To track the c
- [How do I search for a Process/Checklist Form?](https://docs.rdrive.io/web/forms/create-and-view/how-do-i-search-for-a-process-checklist-form.md): You can search the process/checklist forms via the unified search bar on the finder page.
- [How do I Subscribe others to a Process/Checklist Form?](https://docs.rdrive.io/web/forms/create-and-view/how-do-i-subscribe-others-to-a-process-checklist-form.md): Subscribing provides notifications. If you have read access, you can subscribe yourself to receive notifications.
- [How does a Process/Checklist display its workflow status?](https://docs.rdrive.io/web/forms/create-and-view/how-does-a-process-checklist-display-its-workflow-status.md): Process status is a combination of workflow states of all its forms with the goal of displaying the most recent change to its forms.
- [How to add a Process/Checklist Form from the Finder? (Category)](https://docs.rdrive.io/web/forms/create-and-view/how-to-add-a-process-checklist-form-from-the-finder-category.md): This guide explains how to add a new Process or Checklist Form in RDrive directly from the Finder (Category Page). By navigating through categories and subcateg
- [How to add a Process/Checklist from the Plan Viewer?](https://docs.rdrive.io/web/forms/create-and-view/how-to-add-a-process-checklist-from-the-plan-viewer.md): RDrive is a location based system. You have to access a drawing and look for a location pin to add a new process/checklist record.
- [How to share a Process/Checklist with other users?](https://docs.rdrive.io/web/forms/create-and-view/how-to-share-a-process-checklist-with-other-users.md): Sharing gives ad-hoc read access to other users. You can choose individual users to share with.Let's say there are users who have edit rights only. If you share
- [Where to view the Form Reference document(s)?](https://docs.rdrive.io/web/forms/create-and-view/where-to-view-the-form-reference-document-s.md): If you have a form with added external reference document(s) you will need to know how and where to find them.
- [Can I change the location of a Process?](https://docs.rdrive.io/web/forms/edit-process/can-i-change-the-location-of-a-process.md): You can change the location of a process in RDrive. Here’s how to do it:
- [Can I Delete a Process?](https://docs.rdrive.io/web/forms/edit-process/can-i-delete-a-process.md): RDrive allows you to delete a process, let's go through how this can be done.We recommend only Project Administrators have the 'Delete' right and they should on
- [How to batch move items?](https://docs.rdrive.io/web/forms/edit-process/how-to-batch-move-items.md): ✅ Step 1: Access FinderNavigate to the system and open the Finder tool. Ensure you have the appropriate access permissions.
- [How to Edit/Update a Form](https://docs.rdrive.io/web/forms/edit-process/how-to-edit-update-a-form.md): To move the form to the next stage in the workflow, click the current status at the top of the screen.
- [Updating the External Reference of a Process](https://docs.rdrive.io/web/forms/edit-process/updating-the-external-reference-of-a-process.md): You can update the external reference (Ext ref) of a process in RDrive. Here’s how to do it:
- [Can I export a specific form in the process as PDF?](https://docs.rdrive.io/web/forms/export/can-i-export-a-specific-form-in-the-process-as-pdf.md): Instead of downloading the entire process you may just need to download a single form from a process.RDrive actually allows you to download forms individually,
- [Can I export the entire process as PDF?](https://docs.rdrive.io/web/forms/export/can-i-export-the-entire-process-as-pdf.md): Do you need to export the completed process into PDF? Here is a guide to help you.
- [Download a CSV export file for processes.](https://docs.rdrive.io/web/forms/export/download-a-csv-export-file-for-processes.md): Data export is a tool for general users to extract data to a CSV file for any purpose.
- [How to Download Process with Linked Content](https://docs.rdrive.io/web/forms/export/how-to-download-process-with-linked-content.md): This guide explains how to export process forms as PDFs, including any linked documents or issues.
- [Can I attach documents to a form?](https://docs.rdrive.io/web/forms/link-items/can-i-attach-documents-to-a-form.md): It is common that different supporting documents come along with the form itself.
- [Can I remove the documents attached to a form?](https://docs.rdrive.io/web/forms/link-items/can-i-remove-the-documents-attached-to-a-form.md): Sometimes a document is no longer valid to a form as time passes. Alternatively, on occasion, the incorrect documents are attached to a form.What can you do if
- [How to link Issues/Processes to a Form?](https://docs.rdrive.io/web/forms/link-items/how-to-link-issues-processes-to-a-form.md): Sometimes, you will need to link issues/processes to a form for ease of reference.(You will not be able to link issues/processes to a form when the form is at c
- [How to unlink issues/processes from a form?](https://docs.rdrive.io/web/forms/link-items/how-to-unlink-issues-processes-from-a-form.md): What should you do if you would like to unlink items from a form?Let's take a look!(You will not be able to unlink items when a form is at closed status. Or som
- [How to view a Form's Linked items](https://docs.rdrive.io/web/forms/link-items/how-to-view-a-form-s-linked-items.md): In order to view a forms linked items you must first gain access to the form viewer page by selecting the relevant category and subcategory.
- [How to view the Attached Documentation to a Form](https://docs.rdrive.io/web/forms/link-items/how-to-view-the-attached-documentation-to-a-form.md): In order to view the attached documents to a form, you must first gain access to the form viewer page by selecting the relevant category and subcategory.
- [Can I reply to a comment from the form? ?](https://docs.rdrive.io/web/forms/submit-follow-close/can-i-reply-to-a-comment-from-the-form.md): Once you got the email notification, you may want to reply to that comment for the update.
- [How can I update the Status of a Process/Checklist Form?](https://docs.rdrive.io/web/forms/submit-follow-close/how-can-i-update-the-status-of-a-process-checklist-form.md): Once you have filled in the necessary fields on your form, you will need to change the form status so that the next party can take action and so that the form c
- [How to add an Additional Form to a Process/Checklist?](https://docs.rdrive.io/web/forms/submit-follow-close/how-to-add-an-additional-form-to-a-process-checklist.md): Here are some scenarios where this function is needed:
- [How to assign a form to other users? (Web)](https://docs.rdrive.io/web/forms/submit-follow-close/how-to-assign-a-form-to-other-users-web.md): Assigning to Team only
- [How to Autofill your Forms via previous content](https://docs.rdrive.io/web/forms/submit-follow-close/how-to-autofill-your-forms-via-previous-content.md): With RDrive you can Autofill your forms!
- [How to Edit/Update a Form?](https://docs.rdrive.io/web/forms/submit-follow-close/how-to-edit-update-a-form.md): In order to edit/update a form you will firstly need to select the correct form via the category and subcategory.
- [Making use of the 'Comment' Function?](https://docs.rdrive.io/web/forms/submit-follow-close/making-use-of-the-comment-function.md): Have you thought about using RDrive as a communication channel?
- [How do I share an issue/defect/record?](https://docs.rdrive.io/web/issues/create-and-view/how-do-i-share-an-issue-defect-record.md): How to share an issue, defect or record using RDrive using the desktop/browser
- [How do I subscribe others to an issue/defect/record?](https://docs.rdrive.io/web/issues/create-and-view/how-do-i-subscribe-others-to-an-issue-defect-record.md): How to subscribe users to an issue, defect or record using RDrive using the desktop/browser
- [How do I view issue/defect/record history?](https://docs.rdrive.io/web/issues/create-and-view/how-do-i-view-issue-defect-record-history.md): How to view the history of an issue/defect/record
- [How to batch change issue status?](https://docs.rdrive.io/web/issues/create-and-view/how-to-batch-change-issue-status.md): How to mass change the status of issues using the desktop/website
- [How to Raise an Issue, Defect, or Record: A Step-by-Step Guide](https://docs.rdrive.io/web/issues/create-and-view/how-to-raise-an-issue-defect-or-record-a-step-by-step-guide.md): How to raise an issue, defect or record using RDrive using the desktop/browser
- [Where can I view issues/defects/records?](https://docs.rdrive.io/web/issues/create-and-view/where-can-i-view-issues-defects-records.md): How to view an issue, defect or record using RDrive using the desktop/browser
- [How to delete an issue/defect/record](https://docs.rdrive.io/web/issues/edit/how-to-delete-an-issue-defect-record.md): How to delete an issue, defect or record using RDrive
- [How to move an issue/defect/record](https://docs.rdrive.io/web/issues/edit/how-to-move-an-issue-defect-record.md): A brief introduction explaining the purpose of this guide.
- [Can I comment and notify someone of a specific issue/defect/record?](https://docs.rdrive.io/web/issues/follow-up/can-i-comment-and-notify-someone-of-a-specific-issue-defect-record.md): A brief introduction explaining the purpose of this guide.
- [Can I reply to a comment on the issue/defect/record?](https://docs.rdrive.io/web/issues/follow-up/can-i-reply-to-a-comment-on-the-issue-defect-record.md): When a comment is added to an issue/defect/record, you will receive an email notification of this if the comment has been directed to you. Once you receive an e
- [Geo-tagging](https://docs.rdrive.io/web/issues/follow-up/geo-tagging.md): This feature is required by the UK government that geolocation and time stamp has to be displayed along with images.
- [How do I assign an issue/defect/record?](https://docs.rdrive.io/web/issues/follow-up/how-do-i-assign-an-issue-defect-record.md): How to assign an issue/defect or record to a team or user
- [How do I update the status of an issue/defect/record?](https://docs.rdrive.io/web/issues/follow-up/how-do-i-update-the-status-of-an-issue-defect-record.md): A brief introduction explaining the purpose of this guide.
- [How to Update the Status of an Issue/Defect/Record](https://docs.rdrive.io/web/issues/follow-up/how-to-update-the-status-of-an-issue-defect-record.md): A brief introduction explaining the purpose of this guide.
- [How to upload documents to an issue/defect/record?](https://docs.rdrive.io/web/issues/link-items/how-to-upload-documents-to-an-issue-defect-record.md): How to raise an issue, defect or record using RDrive
- [Link items to an issue/defect/record](https://docs.rdrive.io/web/issues/link-items/link-items-to-an-issue-defect-record.md): The circumstance may arise where you will need to link an issue/defect/record and process to an item for ease of reference.You will NOT be able to link items wh
- [Remove attached documents from an issue/defect/record.](https://docs.rdrive.io/web/issues/link-items/remove-attached-documents-from-an-issue-defect-record.md): Sometimes a document is no longer valid to a form as time progresses. Alternatively, a form may have the incorrect documents attached to it.What To Do In This C
- [To view the attached Documents of an issue/defect/record.](https://docs.rdrive.io/web/issues/link-items/to-view-the-attached-documents-of-an-issue-defect-record.md): Simply press the Menu icon ≡ in the top left corner of your screen to unfold the Menu and gain access to the Issue page by selecting the category and subcategor
- [To view the issue/defect/record's linked items](https://docs.rdrive.io/web/issues/link-items/to-view-the-issue-defect-record-s-linked-items.md): Simply press the Menu icon ≡ on the top left corner to unfold the Menu and gain access to the Issue page by selecting the category and subcategory as shown belo
- [Unlink items from an issue/defect/record](https://docs.rdrive.io/web/issues/link-items/unlink-items-from-an-issue-defect-record.md): The circumstance may arise where you will need to unlink an issue/defect/record and process from an item for ease of reference. Here's what to do if you would l
- [Generate an issue/defect/record report into CSV](https://docs.rdrive.io/web/issues/reports/generate-an-issue-defect-record-report-into-csv.md): ⭐️Before exporting a report to CSV, there should be a Data Export Template created from the company level.
- [How do I generate an issue/defect/record report?](https://docs.rdrive.io/web/issues/reports/how-do-i-generate-an-issue-defect-record-report.md): A brief introduction explaining the purpose of this guide.
- [How to use RKive](https://docs.rdrive.io/web/issues/rkive/how-to-use-rkive.md): This guide explains how RKive works when generating project archives, what to expect during the process, and how to handle common scenarios.

## OpenAPI Specs

- [openapi](https://docs.rdrive.io/api-reference/openapi.json)

## Optional

- [rdrive.io](https://rdrive.io)