XOLX and XpertOnline Training
Access all training materials and information for XpertOnline and XOP, including PDF training guides and video training.
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...
Tue, 13 May, 2025 at 11:52 AM
XOLX offers a fully interactive Support Widget where users can easily access related guides and/or articles to learn more about features and functions. This...
Mon, 12 May, 2025 at 5:32 PM
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...
Tue, 4 Feb, 2025 at 9:55 AM
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...
Mon, 23 May, 2022 at 1:21 PM
Content Includes: Unassigned Section Assigned Section Administrators and Supervisors can use the Workflow tab to assign or unassign entire files, w...
Tue, 13 May, 2025 at 11:59 AM
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...
Tue, 13 May, 2025 at 12:05 PM
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...
Tue, 4 Feb, 2025 at 10:00 AM
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...
Tue, 13 May, 2025 at 12:10 PM
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 ...
Tue, 13 May, 2025 at 12:16 PM
The Setup option in the navigation menu will show all relevant client setup information. Here, Providers can manage all their Client Setup details. Cont...
Mon, 12 May, 2025 at 5:32 PM