15 docs tagged with "edition"

Use the AI Fill feature in the Edition editor to upload a source document and have AI suggest field values — accelerating data entry from existing reports.

Tutorial — use the AI Fill feature to upload a contractor PDF report and automatically extract field values into your edition, then review and accept the suggestions.

Step-by-step tutorial for month 2 reporting — copy from the prior edition, reset period-specific sections, add new rows, and submit.

How to pre-populate a new edition's fields and rows by copying data from a previous approved or closed edition of the same blueprint.

Start a reporting cycle from a blueprint and collect structured updates.

Overview of the Report Forge Edition editor — the interface where contributors enter data, reviewers assess and comment, and report managers approve and publish period reports.

Guidelines for creating consistent, accurate, and timely Report Forge editions across reporting periods.

How to use the Copy from Prior Edition feature in Report Forge — what is copied, what is reset, which sections to select, and common use cases.

Edition status flow from Draft through review, approval, and publication — including changes requested, publish, and the relationship to blueprint versions.

Full walkthrough of the Report Forge edition status machine — Draft through Approved and Closed, including re-open, changes requested, and edge cases.

Step-by-step tutorial for bulk-importing repeating section data from Excel into a Report Forge edition — column mapping, paste behaviour, and error handling.

How to enter edition data using form mode — vertical field-by-field layout for detailed data entry, repeating rows, file uploads, and rich text.

How to enter edition data using grid mode — spreadsheet-style data entry with row management, cell editors, bulk paste, filtering, and sorting.

Step-by-step guide to creating and submitting a Report Forge edition from a blueprint.

How to submit an edition for workflow review, navigate the review process, respond to comments, and approve or reject.