Resources & Tools How To Documents

How to Create Project Sheets and Lists within Cosential
The Publisher module has the capability to create project sheets/profiles and lists. The video below and the attached pdf file review the steps required to ...
Wed, Sep 22, 2021 8:53 AM
How to: Reporting Module
OVERVIEW Click on the Reports module on the left panel. Select the type of report you want (e.g., Project, Opportunity, Survey, Lead, etc.) Select...
Wed, Sep 30, 2020 10:21 AM
How to Create a Custom Report
STEPS TO CREATE A CUSTOM REPORT Note: It's always easier to find a report that is close to what you want and customize and change the constraints,...
Wed, Sep 30, 2020 10:54 AM
How to: Knowledge
The Knowledge Module is the place where we store our boilerplate narratives, firm documentation and statistics, safety information, community involvement, f...
Thu, Sep 24, 2020 1:21 PM
Publisher Guide - Generating Documents Using Standard Templates
General Notes In Publisher>Template Administration (upper left corner), turn on/enable Publisher 4.0 for InDesign. Select Publisher Manager in the ...
Tue, Sep 29, 2020 1:01 PM
Cosential User Guide: Publisher
Please refer to the attached PDF for instruction on how to use Publisher Module in Cosential.  The document covers how to: Create a Resume Templ...
Tue, Sep 29, 2020 9:06 AM