Workbench Support

Updating Workbench Job Dates in Upvise Each Workbench Job includes two key date fields that sync with the corresponding project in Upvise. When you upd...

In Upvise, you can configure the default Start App — the app that opens first when a user logs in — either at the company level or for individual users. ...

Upvise Plant Extension Fields in Workbench can be synced to Upvise to provide visibility of this data to your upvise users. Sync Options for Extension F...

Upvise Licencing Overview In Workbench, Upvise licences can be assigned to any person record. When assigning a licence, it’s important to ensure the person...

If your project is appearing in the "Not Started" list in Upvise, it’s likely due to the project’s start date configuration. Here’s how this works...

Managing Upvise Purchase Order Numbers Upvise Purchase Orders require a unique PO number sequence for each user. This ensures that users can create POs whi...

Editing an Incorrectly Assigned PO Number If you have mistakenly assigned the wrong PO number to a user, follow these steps to correct it. Steps to Edi...

Upvise allows you to configure a global (database-level) PDF header and template-specific PDF headers and footers to suit your form presentation needs. This...

To notify someone when a form is submitted, you need to configure the notification settings based on whether the form has a workflow or not. This notificati...

Yes, PDFs are synced from Upvise to Workbench for specific configurations. Form PDFs linked to Contacts, Equipment, Jobs, Job Tasks, and Projects will sync ...