How To...
Project Point
- Anatomy of Breeze Proposal Project
- Project Point - My Documents
- Project Point - Search
- Project Point - Status
- Create a Project
- Project Owners vs Document Owners
Knowledge Source
- Reviewing Content as Expert
- Overview - The Content Approval Process
- Add Knowledge Source Content
- Searching for Content in the Knowledge Source
- Preview Content in the Knowledge Source
- Edit Approved Content
Breeze Panel Add-In
Working in the Breeze Panel
- Allocation Tasks - Explained
- Allocation Tasks - Creating a Normal Allocation
- Allocation Tasks - Creating an Excel Allocations
- Allocation Tasks - Publishing an Excel Allocation
- Allocation Tasks - Creating an External Allocation
- Allocation Tasks - Creating a Private Allocations
Dashboard
Reports
Settings
User Management
- Add a New User
- Bulk Adding Multiple Users
- Edit User (Change/Modify User Roles)
- Change User Personal Details
- Disable a User
- Delete a User Permanently
DocGeneration add-in
DocGeneration - Template Management
- Master Templates - Create a Breeze Master Template
- Master Templates - Link Template to Project Types
- Master Templates - Edit a Breeze Master Template
- Master Templates - Creating a Guided Cart Template
- Master Templates - Guided Cart Content Sections
- Master Templates - Test your Master Template