Special User Entitlements: Import & Assign
- Bulk Link Records – AI Recommendations
- Bulk Link Records – Spreadsheet Upload
- Enable Enhanced Security and Collaboration for External Users
- Bulk Update Fields
- Guidelines for Importing Dates
- Import Data into Risk Cloud
Reports
- Reporting Insights
- Use Visual Reports for Metrics Reporting
- Export Visual Reports
- Modify Colors on Visual Reports
- Structuring Table Reports
- Use Table Reports to Filter and Link Workflows for Visual Reports
Interacting With Work
- How Risk Cloud Search Works
- Embed a Table Report on a Record Page
- Autofill: Automatically Populate Record Fields
- Record Preview Panel
- Comment Notifications
- Rich Text Assistant