How Tos

Auto-Notify Users of Issued Field Reports

Auto-Notify Users of Issued Field Reports 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...

Auto-Notify Users of New/Returned RFIs

Auto-Notify Users of New/Returned RFIs 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 to...

Auto-Notify Users of New/Returned Submittals

Auto-Notify Users of New/Returned Submittals 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 to...

Automatically Flatten Markups in Submittals/RFIs

Automatically Flatten Markups into Submittals/RFIs Overview A project can be enabled to automatically flatten markups into the PDF. The flattening process occurs three times during the review process: When the...

Automatically Reset Requested Due Date when Contractor Edits Draft Submittal

Automatically Reset Requested Due Date when Contractor Edits Draft Submittal By default, the Requested Due Date for submittals is set to the date set when the submittal is created. Contractors...

Batch Import Users to the Project Team

Batch Import Users to the Project Team Project Administrators can import multiple users to the project team at once using an Excel spreadsheet template. This saves time if you use...

Block Construction Team from Editing Due Dates

Block Construction Team from Editing Due Dates Perform the following steps to block the ability for construction team users to edit due dates. You must be a Project Administrator to...

Browser Issues Help Articles

Browser Issues Clear the Browser Cache (Temporary Internet Files) and Cookies Connectivity Problems Shared Folders not Working in Internet Explorer 9 ...

Bulk Download Submittals and RFIs

Bulk Download Submittals and RFIs The bulk download option for submittals and RFIs is a tool for Admins to export multiple submittals and RFIs, including their attachments, with just a...

Bulk Renaming PDF Files

Bulk Renaming PDF Files It is recommended to use the Bulk Rename Utility (http://www.bulkrenameutility.co.uk) if you need to quickly rename many PDF files on your local system....

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