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Last Updated: 06/30/2025
in FAQ General FAQ
If unsure where a card is, try out the troubleshooting steps below. Topics
Cannot find card in Incoming Documents
Cannot find card in Outgoing Submittals
Cannot find card in Card List
Card has incorrect document
Cannot fi...
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As an exception to most grids where users can click to download the data in CSV, the history grid does not currently have that option. At this time, the process to export the history of an individual card is a bit manual. The history record of ...
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For troubleshooting purposes, such as identifying when a particular action was taken, or what occurrences led to the state of a card, the history record of all cards can be exported. To access the export option, navigate to Project Menu > Index ...
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Last Updated: 06/26/2025
in FAQ General FAQ There are a few common explanations for reduced upload speed performance: A. Your network is checking every file before uploading To test if this is the cause, do the following: 1. Drag/drop 25-50 files into the incoming submittals area and recor...
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Last Updated: 06/24/2025
in Docs Projects Compilations Send Steps to change the default setting preventing compilation submittal prior to completion.
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Last Updated: 06/24/2025
in Docs Projects Compilations Send Instructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.
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Information pertaining to compilation revision indexes and their use case.
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Overview of why compilation cover pages are useful, and directions for adding into the compilation structure.
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Overview of the five templates used in compilations, and the impact of the templates on the overall structure.
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Instructions for creating and using a compilation layout, both at the system and project level.