CORE TAB FUNCTIONS

FIVE has a number of core functions that are common to multiple tabs throughout the software. It is important to get familiar with these functions, as you will be using them frequently as you perform your contract administration work in FIVE.

Print

The Print icon Print button appears in the view action bar near the top-left corner of the FIVE window:

_images/corefunction_print.png

Figure 11 The Print button in the View Action Bar near the top-left corner of the FIVE window.

Click the Print icon Print button to open the Print Options window where you can select formatting options and send the active document to a printer.

Tip

The Print icon Print button is enabled when printing is supported by the current tab or page.

The Disabled Print icon Print button is disabled when printing is not supported by the current tab or page.

_images/corefunction_print_options.png

Figure 12 The Print Options window for reports.

Email

The Email icon Email button appears in the view action bar near the top-left corner of the FIVE window:

_images/corefunction_email.png

Figure 13 The Email button in the View Action Bar near the top-left corner of the FIVE window.

The Email icon Email button is enabled when emailing is supported on the current tab or page. Click the Email icon Email button to show the Email Message window where you can select recipients, type a subject and message, and distribute a PDF of the information appearing in the view area of the current tab:

Tip

The Email icon Email button is enabled when emailing is supported by the current tab or page.

The Disabled Email icon Email button is disabled when emailing is not supported by the current tab or page.

_images/corefunction_email_newmessage.png

Figure 14 The New Email window.

The email window is composed of the following sections:

A Project Contact List This list shows every contact related to the current project, making it easy to select the correct recipients, and reducing the chance of sending confidential information to the wrong contacts.
B Recipients List This list shows the recipients selected for the email. You can search the FIVE address book for contacts that are not already associated with the project, or add new contacts to the address book here.
C Attachment This box shows the name of the document that is attached for distribution. Click the Attachment icon to select attachment options and see a preview of the attachment.
D Message This is where you type a message subject and body.
E Send Button

Click this button to send the email message.

Note

If FIVE is configured to use the Microsoft Outlook message window before sending, clicking this button will not send the message right away. You must click the Send button in the Outlook window that appears to send the message.

Export to PDF

The Export to PDF icon Export to PDF button appears in the view action bar near the top-left corner of the FIVE window:

_images/corefunction_exportpdf.png

Figure 15 The Export to PDF button in the View Action Bar near the top-left corner of the FIVE window.

Note

The Disabled Export to PDF icon Export to PDF button is disabled when exporting PDFs is not supported by the current tab or page.

Export to Microsoft Excel

The Export to Microsoft Excel icon Export to Microsoft Excel button appears in the view action bar near the top-left corner of the FIVE window:

_images/corefunction_exportexcel.png

Figure 16 The Export to Microsoft Excel button in the View Action Bar near the top-left corner of the FIVE window.

Note

The Disabled Export to Microsoft Excel icon Export to Microsoft Excel button is disabled when exporting to Excel is not supported by the current tab or page.

Reports

UNDER CONSTRUCTION

Forms

UNDER CONSTRUCTION

Attachments

UNDER CONSTRUCTION

Outgoing Email Log

UNDER CONSTRUCTION

Notes

UNDER CONSTRUCTION

Row Highlight

UNDER CONSTRUCTION

Drafts

UNDER CONSTRUCTION