End User Resources: Completing Work and Viewing Reports in Risk Cloud

Special User Entitlements: Import & Assign

• Enable Enhanced Security and Collaboration for External Users
• Bulk Update Fields
• Guidelines for Importing Dates
• Import Data into Risk Cloud
• Bulk Assign or Unassign Records

Reports

• 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
• Work with Data in Table Reports

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Interacting With Work

• User Experience Re-Imagined (UXRI) Introduction
• Create and Configure AEC Automations
• Recently Viewed and Favorites
• View Record History
• Work With Document Versioning on Attachment Fields
• Complete E Signature Fields

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