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Articles in Collateral Management (CM) Reference Materials

Collateral Management (CM) Reference Materials
  • Admin Dashboard Quick Reference Guide
  • CodySoft Collateral Management Module Quick Start Guide for End Users
  • CodySoft Collateral Management User Guide
  • CodySoft Project Submitter Role Process Guide
  • CodySoft Review Process for End Users
  • CodySoft Review Process for Project Managers
  • CodySoft System Description
  • CodySoft Templates Reference and User Guide
  • How to resolve "Unable to cast object of type 'System.Int32' to type '  '" when parsing a template
  • How to safely clear a locked template
  • Microsoft Word Tips for CodySoft Users
  • Plugin issues with Chrome, Firefox
  • Word Asset Template with Model Styles
Collateral Management (CM) Reference Materials > How-to Videos
  • How to Add a Compliance Record
  • How to Add a Document as a Template
  • How to Add Conditions to a Rule
  • How to Add Elements to a CodySoft Editor Template
  • How to Add Tasks
  • How to Archive a Project
  • How to Construct and Use an Asset Application Grid
  • How to Create a Data Asset Rule
  • How to Create a New Project
  • How to Create a Template Rule
  • How to Create Versions from a Template
  • How to Edit a Word Asset in CodySoft
  • How to Map a Rule to an Element
  • How to Review Documents in CM
  • How to Upload a Word Asset

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