Category: Video

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Enhanced Schematic and Wire Shapes for SI 2017

We just distributed some user requested enhancements to our Visio Schematic and Finish wire shapes.  For the Schematic shapes you can now right click or use the Shape Data UI to choose from the standard Si Color pallet.  The...

Adding A Service Plan To A Custom Report

As new report functionality gets added to the standard reports there is often a need to add this functionality to existing custom reports.  In this blog post we are going to add the service plan functionality to one of the...

5 Will Get You SIx. Part II: Development

Recently our VP of Sales and Marketing, Tim Bigoness, published this post where he shared  his enthusiasm for, and confidence in,  the development of our next major software release.  In it he also discussed the efforts we have...

D-Tools MVP Partner News for October 2017

D-Tools MVP Manufacturer Partners realize the importance of bringing you their product information and have chosen to support the D-Tools user community by joining the program and making their product data directly available...

 

 

 

 

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Adding A Service Plan To A Custom Report

As new report functionality gets added to the standard reports there is often a need to add this functionality to existing custom reports.  In this blog post we are going to add the service plan functionality to one of the...

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Look Up Tax Rates

Did you know that you can look up tax rates? When you are working with a customer who is outside of your region, you can quickly find the tax rate to apply to the project. SI has default Tax Settings that are configured in the...

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Archiving Projects and Other Cleanup Tools

Archiving projects is an easy way to clean up data you no longer need to see in the Project Explorer. Why should projects that you have completed long ago clutter your SI work space? Also, on the SI Server there are tools to...

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Visio PDF Crop/Print Issue

It has been brought to our attention that there has been a recent issue while utilizing Visio and using a cropped PDF background. When printing your Project’s drawing, the PDF would “de-crop” itself and display...

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Workflow Rules

Workflow Rules is a new feature that was released with v12 that allows you to set up notifications to appear in SI when criteria you have set are met. The notifications will appear at the top right of SI. People who are not...

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API Integration Improvements (V13)

With the release of SI V13, we have made automation improvements to our API. Automation: We have defined three use-cases for the logic involving automation export, as follows: 1- Always, automatically Export a project with...

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