Getting Started as a Contractor User

3 minutes
6 months ago

Getting Started as a Contractor User

Missed the training session? Have no fear: the software is quite intuitive and we have some handy help links and tutorials to get you started!

Select any topic below to see more details:

 

Add a submittal

You’ll find submittals under the Construction Administration section of the software.

Click here to watch a brief video on adding a submittal.

Click here for a step-by-step guide to the process.

Click here to see a list of additional submittal topics and answers to submittal support questions.

 

Close a submittal

You’ll find submittals under the Construction Administration section of the software.

Click here to watch a brief video on closing a submittal.

Click here for a step-by-step guide to the process.

Click here to see a list of additional submittal topics and answers to submittal support questions.

 

Add an RFI

You’ll find RFIs under the Construction Administration section of the software.

Click here to watch a brief video on adding an RFI.

Click here for a step-by-step guide to the process.

Click here to see a list of additional RFI topics and answers to RFI support questions.

 

Close an RFI

You’ll find RFIs under the Construction Administration section of the software.

Click here to watch a brief video on closing an RFI.

Click here for a step-by-step guide to the process.

Click here to see a list of additional RFI topics and answers to RFI support questions.

 

Find current drawings and specifications

You’ll find the drawings and specifications you need under the Document Management section of the software.

Here’s some quick info to get you started. Click any of the links for more details:

Design/Bid Packages contain full sets of drawings.

Construction Phase Documents typically contain items issued after construction starts. This can include ASIs, Sketches, COs, CORs, etc.

The Sheet Index contains the drawings listed sheet by sheet and, if maintained, includes the most recent drawing sheets as well as past issues.

The Specification Index contains the specifications listed section by section and, if maintained, includes the most recent sections as well as the past issues.

 

Download a current set of documents

You’ve found the documents you need, but how do you download them?

Click here to watch a brief video on downloading a current set of documents.

Click here for a step-by-step guide to the process.

 

Download files from shared folders

Sometimes the files you need are stored in shared folders – here’s how to download them:

Click here to learn how to download files from shared folders.

Click here for a step-by-step guide to the entire process.

 

You’re on your way! For more information, search the help or check out one of the quick reference guides listed below.

Quick Reference Guides

Select any of the links below to access the reference guide. To download a PDF of the reference guide, select Download PDF.

RFI Origination Quick Reference Guide (download PDF)

Submittal Origination Quick Reference Guide (download PDF)

Shared Folders – Uploading, Downloading, and Sharing Files Quick Reference Guide (download PDF)

Shared Folders – Adding, Editing, and Sharing Folders Quick Reference Guide (download PDF)

Contractor: Assign, Review, and Return a QC Item Quick Reference Guide (download PDF)

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