Help Center

Navigating Your Way Around XOLX: The Main Dashboard XOLX's Main Dashboard is the hub for tracking, reviewing, and managing your orders. This guide expl...

You can use the Get Next button to automatically find the next file that needs work and assign it to yourself. With the click of 1-button, you can begin wor...

When you open a file from any Dashboard list, the file opens into the Request Detail. XOLX locks the file so different users cannot be in the same file at t...

Administrators and Supervisors can use the Workflow tab to assign entire files, with Unassigned files defaulting to the top and Assigned files listed below....

Within the Search widget, you can search active and archived files via the Include Archived Files checkbox.  Any Archived Files found based on the search...

When you open a file from any Dashboard list, the file opens into the Request Detail. XOLX locks the file so different users cannot be in the same file at t...

From the Navigation menu, users can select Order New Report to place order requests without the necessity of leaving XOLX. Users will be presented with a...

When you hover over the menu at left, more actions that you can take on the file are available to you.  Available options include: Modify Request – view ...

Content Includes: Search Your Rolodex Edit an Existing Subscriber Add a New Subscriber Access Your Rolodex from an Existing File Search and Replace Su...

Content Includes: Activity Summaries Auxiliary Reports  Lists and Resources Billing Reports  Other Custom  Pending Requests and Services  Secondary ...