How Tos

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Answer an RFI as a Consultant/Reviewer
Answer an RFI as a Consultant/Reviewer Perform the following steps to answer an RFI as a consultant/reviewer. To answer an RFI as a consultant/reviewer Click the icon next to the...
Answer an RFI as a Design Team Leader (Architect) User
Answer an RFI as a Design Team Leader (Architect) User Perform the following steps to answer an RFI as a design team leader (architect) user. To answer an RFI as...
Assign Responsible Subcontractor to Register Item
Assign Responsible Subcontractor to Register Item Perform the following steps to assign a subcontractor to a submittal register item. You must be a Project Administrator to assign a subcontractor to...
Auto-Forward RFIs to Consultants, Engineers, and Owner Reviewers
Auto-Forward RFIs to Consultants, Engineers, and Owner Reviewers The auto-forward feature is intended to link consultants, engineers, and owner reviewers to trades so the RFI can be automatically delivered to...
Auto-Forward Submittals to Consultants, Engineers, and Owner Reviewers
Auto-Forward Submittals to Consultants, Engineers, and Owner Reviewers The auto-forward feature is intended to link consultants, engineers, and owner reviewers to trades so the submittal can be automatically delivered to...
Auto-Link Drawing/Spec Index for Existing PDFs Within Packages
Auto-Link Sheet/Specification Index for Existing PDFs Within Packages If you upload a package of drawings and specs with PDFs prior to importing the Sheet or Specification Index, you can still...
Auto-Link Drawing/Spec Index to PDFs within Packages
Auto-Link Sheet/Specification Index to PDFs within Packages The PDF auto-linking feature allows you to automatically maintain a current set of PDFs for the drawings and specs. Click here to view...
Auto-Notify Users of Closed RFIs based on trade
Auto-Notify Users of Closed RFIs Based on Trade The auto-notification feature for closed RFIs is intended to link project team members to trades so they can be automatically notified when...
Auto-Notify Users of Closed Submittals Based on Trade
Auto-Notify Users of Closed Submittals Based on Trade The auto-notification feature for closed submittals is intended to link project team members to trades so they can be automatically notified when...
Auto-Notify Users of Issued Design/Bid Packages
Auto-Notify Users of Issued Design/Bid Packages The auto-notification feature is used to predefine distribution lists that can include any users on the project. For example, the project owner may want...

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