RateAI - End Users

Get familiar with RateAI

• Managing the workflow
• Tasks
• Launch a Workflow
• 4. Manage the Tender Management Workflow
• Workflow and Tasks
• Collaborating Within the Bid or Tender Record

User Profile

• How can I limit the number of email notifications I’m getting?
• Why am I not receiving email notifications?
• How do I reset my password?

System Errors

• Why am I not able to mention an user in a conversation?
• Browser Not Supported
• FAQ: Why Can't I click Complete on a Task?
• Why is my dashboard not displaying filters?
• How do I clear my Cache?
• Something Went Wrong upon log in

Insights

• Insights Overview
• Creating Record Insights
• Creating Workflow Insights
• Adding Specialty Date Filters to An Insight
• Editing an Insight
• FAQ: What is Run Now?

Dashboards

• Dashboards

Working with the Price Inspector

• Formula Recomputation

Crossbid Workboard

• Cross Bid Workboard
• What is Cross Bid Work- Board