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Overview of the available options for organizing and structuring a compilation.
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Information pertaining to the different options available to organize the TOC and contents of the compilation.
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Current Files from a Single Project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you want to includ...
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When attempting to bulk match files to their corresponding cards, there are four types of errors that prevent successfully matching: (1) file doesn't match any active (required) cards, (2) file has more than one active (required) card that is a po...
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Documentation Access To access the API documentation page, navigate to System Menu > Admin > Security Settings. Under the "API Authorization" section, click the "Documentation Page" link. Layout Queries are listed on the left, with data...
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In / Out Metrics Submittals received:
The number of incoming folders created for the selected sources for the selected period of time.
We use the date of the folder
Files assigned (from submittals):
The number of files assigned from...
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Last Updated: 06/18/2026
in Release Notes Current Releases
Here's a list of updates found in our May 2026 release. Key Updates Grid Improvements The code, card and equipment list grids will now be fit to the size of your screen, and scrolling will occur from within the grid. These changes make it easie...
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Last Updated: 06/12/2026
in Articles Admin User Management Edit details and permissions for own user or others.
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Last Updated: 05/27/2026
in FAQ General FAQ
By default, reviewer users do not have the ability to (a) create new incoming submittals, (b) upload files to pre-existing incoming submittals, and/or (c) assign files to cards within incoming submittals via Incoming Documents. However, reviewer...
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Last Updated: 05/22/2026
in Articles Projects Workflow Stages
After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article: Update/Change Stage List Mid-Project . To add a stage to a new stage list,...