System Configuration

The following walkthroughs cover topics related to configuring Lucernex to the needs of your firm.

• Page Layouts and Form Layouts

  • Add a to the Actions Menu

  • Common Form Elements

  • Conditional Fields

  • Configure Generate Rent List

  • Create a List Layout for the Approve Payments window

  • Run Report Action Buttons

• Data Fields

  • Creating a Logo Field in Lucernex

  • Finding Field Names in Lucernex

• Setup Wizards

  • Configuring Covenant and Responsibility Templates for Contracts

  • Copy documents from a Prototype to a Site, Project, or Facility

  • Data Inheritance Through Setup Wizards

  • Replace Wizard Steps

• Work Flows

  • Due Dates on Work Flow Form Steps

  • Kickoff Work Flows

  • Set Up Approval Signatures on Work Flows

  • Unassigned Approvers

  • Workflow Step Completion Notification Rules

• Other

  • Apply a Default Holiday Calendar at the Firm-Level

  • Apply a Default Holiday Calendar at the Portfolio-Level

  • Configuration Backups and Migrations Guide

  • Naming Conventions in Lucernex

  • Word / Phrase Match Setting for Search