I am unable to select or even view bookmarks when setting up a project in the 'Assigned Companies' module. Because I cannot select a bookmark, then the information is not showing up in my reports & contracts and etc...
Is there a setting in my user profile that would allow me to see/select bookmarks?
I've attached a screen shot, in case that might help.
Solved! Go to Solution.
Solved by jeffmarsh. Go to Solution.
It seems that you do not have the correct permissions for the Document Templates module. In the help, Assigning Bookmarks to a Project, it states the following:
Have the adminstrator for your Constructware site update you permissions in the User Maintenance / Users module. Have them filter for your name and select the radio button next to your name. Click the Permissions icon (looks like a padlock). Go to the Maintenance tab, and change the Document Templates permission to either View or Administrator.
Hope this helps.
Jeff
Just to follow-up, for anyone finding this post, I did exactly as instructed and it resolved the issue. Thanks.