Collaborating With Simploud
Collaborating with Simploud
The way to collaborate with Simploud is by using configuration items.
You can request configuration changes, report a problem, access FAQ’s and ask questions.
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To get to the Configuration Items click on the Configuration Item tab.
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You can also click on the 9 dots and search for “Configuration Item”.
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First, pin the Listview with you company’s name.
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Now you can open a new Configuration Item. Click on the New button.
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You can ask questions, request a change or report an issue.
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Choose the process that you are working on (e.g. Controlled Document).
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In this list you can see many topics you can use. To find a specific topic use the search box.
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When clicking on the predefined topics the title will be filled automatically. If needed, you can update it.
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The predefined topics have a template that will ensure you provide the information needed. You can also write free text to clarify your question/request.
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Click Save to send the Configuration Item to Simploud, our Success team will use the chat window to update you or ask for additional information.
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The title and the Configuration Item details will be presented here.
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Your initial request will be presented on the left side component.
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Here you can continue the conversation with the Success team.
You can also add pictures, files or screenshots from the plus sign + (when applicable we recommend using screenshots and pictures so we will understand your request in the best way).
