OOTB + Levi’s Tip of the Week #1

Week #1: Email version sent August 12, 2025 

Each week, we are exploring practical tips, insights, and features that support your workflows. Today, we're looking at:

Bookmarking Your New Project Overview

Using Record Comments to Chat

New “Commenter” Access

You can also now book one-on-one support with your Account Manager or our Operations Team. Need a personalized walkthrough of portal elements? Want some customization suggestions for your unique workflow? Book a personalized session that fits your schedule here.

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Bookmark the New Portal

If you haven't done so already, please bookmark or favorite the new Project Overview page for quick and easy access.

Select a filter option from the drop-down menu before you bookmark or favorite the URL to refine your Project Overview page!

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