-
Instructions for creating an internal approval status list, as well as adding and modifying statuses (both at the admin and project level).
-
Instructions for enabling the internal approval feature, both at the admin and project level.
-
You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create stand...
-
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...
-
Customize expediting reports and select expediting recipients.
-
Last Updated: 03/26/2025
in Release Notes Current Releases
Here's a list of updates found in our March 2025 release! Highlights Confidential projects: this option on Project Main blocks access to the project unless a user is specifically added to it under their user Permissions page. (Please note that...
-
The last grid on the Outgoing Submittals page contains completed submittals.
Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen.
1) Submittal Details
Click on ...
-
Defaults The defaults for notifications are available in the general admin area and can be edited on the main settings area of each project. These settings may be defined for each target. These settings can all be edited/overridden on the submi...
-
Last Updated: 03/20/2025
in Docs Admin User Management
For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate.
Only admin users have permission to add or edit users.
New users
When adding a new user to the system , if affiliate ...
-
Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target (b y default, it is the customer ).
...