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Adding contacts to company profiles allows you to create a relationship between a contact and a company. In doing so, these contacts can be defined on projects involving the company ( Project Menu > Set Up > Project Main > Users and Key Contacts) ...
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Overview of the internal approval feature, including a common workflow example.
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Instructions for setting up a package code, and the associated impact on the card list. Guidance around uploading documents and submitting the package are also provided.
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Add customer approval status lists (or internal lists to track customer approval statuses).
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Instructions for adding doc codes to a project, both by importing from the company profile, and adding manually via CSV.
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To update the auto-numbering format, navigate to the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). The Auto-Numbering Format allows you to automatically assign document numbers (and/or your ...
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The file naming format is used to generate the file names on any Outgoing Submittals. Navigate to the Project Menu > Set Up > Project Configuration . From the " Main " tab, expand the "File Naming Pattern" section. Single pattern forma...
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The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. There are different areas of the screen for different types of filters. The sections are c...
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Overview of the key settings available for doc codes, and their impact on associated cards.
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Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.