Rhumbix users are now provided complete visibility into ticket approval status across all projects and teams with our new Guest Mode. This guide will give step-by-step instructions on accessing and utilizing Guest Mode in Rhumbix.
Rhumbix Guest Mode has two main features: View Only and Signature. Please note that ALL Forms allow users to share as View Only, while T&M Forms allow users to request Signatures.
Accessing Guest Mode on the Web Dashboard
Subcontractors will be able to access Guest Mode through a created form. Following is an example of the Guest Mode workflow with a T&M form.
Under the Field Forms menu, select T&M Tracking.
Select the T&M form you wish to Share.
Once selected an Actions Menu bar displays at the top of the forms list. Select SHARE to enter the Guest Mode workflow.
Alternatively, you can open the form by selecting VIEW. Once the form opens, you will find different options on the top right. To send the document in Guest Mode, select Share.
* For T&M Forms users, you will have the option to add email addresses to either “View Only” or “Request Signature.”
** For all other Forms users, you will have the option to only add email addresses to “View Only.”
To add recipients, type email addresses in the text box. Select Add Email. Select “View Only” or “Request Signature” to the right of the email field.
Add as many email addresses as you would like. The email address will be added to the list below. An email address with a green checkmark means it is ready to send the form. Once all the email addresses are added to the list, select Share to send using our standard message.
You also can create a custom message by selecting
Show Personalized Message.
Make any desired changes to the email message and then select Share.
You’ll know the form is sent when the confirmation message appears in the bottom left.
The recipient will receive an email from firstname.lastname@example.org to access the form. They will select Access T&M Tracking #.
The recipient will be asked to confirm their email to access the form for security purposes.
Once they have access to the form, they will be able to edit the document to Sign with Approval or Reject.
After signing the form, the Guest will need to click Save at the top right to save any edits they’ve made. They will then need to provide basic information if this is their first time using Guest Mode. They won’t have to enter this information again.
Once the information is filled out, click continue, and the Guest will be returned to the form on the dashboard. They will receive another email from email@example.com letting them know that their edits have been completed and allowing them to download the PDF of the form.
For more information on T&M forms and next steps, please see the respective links for Subcontractors Standalone Workflow, GC Share Workflow, and Owner Share Workflow.
You can also find more information on T&M Forms in our Support Center.
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