How Tos

Delete Attachments from Design/Bid Packages

Delete Attachments from Design/Bid Packages Perform the following steps to delete attachments from a design/bid package. You must be the author of the attachment to delete it. Once a package...

Delete Attachments from RFIs

Delete Attachments from RFIs Perform the following steps to delete attachments from an RFI. Who Can Delete an Attachment? When an RFI is in draft mode with subcontractors or contractors,...

Delete Attachments from Submittals

Delete Attachments from Submittals Perform the following steps to delete attachments from a submittal. Who Can Delete an Attachment? When a submittal is in draft mode with subcontractors or contractors,...

Display and Edit the Details of a Quality Control (QC) Item

Display and Edit the Details of a Quality Control (QC) Item Perform one of the following tasks to view and edit details of quality control items: Display the details of...

Display Project Logos on Printable Pages

Display Project Logos on Printable Pages Project Administrators may enable the project logo to be visible on all printable pages. This is in addition to the company logo that can...

Download a Current Set of Drawings or Specifications

Download a Current Set of Drawings or Specifications If you upload and link your drawings as they are issued, the system keeps track of the current set for you, which...

Download All Attachments as a ZIP File

Download All Attachments as a ZIP File If a project document package includes a large number of attachments, you can save time by downloading all attachments as a single ZIP...

Download an Attached File

Download an Attached File Perform the following steps to download an attachment from a project item. To download an attached file View the item by clicking on it in one...

Download Excel File of Team Directory

Download Excel File of Team Directory You can download an Excel spreadsheet containing all project team contact information. To download an Excel file of the team directory Select the gear...

Download Files and Shared Folders

Download Files and Shared Folders You can download individual files from shared folders or the entire contents of a shared folder. To download files from a shared folder Right click...

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