Frequently Asked Questions

13 minutes
5 months ago

Frequently Asked Questions

Construction Phase Documents

Cover Sheets

Custom Logos

Design/Bid Packages

Document Management

Field Management

Field Reports

General

Markup Tools

Meeting Minutes

Message Forums

Project Administration

Project Team

Quality Control

RFIs

Shared Folders

Sheet Index

Spatial Index

Specification Index

Stamps

Submittal Register

Submittals

Troubleshooting

 


To view this list alphabetically, see How to….

Construction Phase Documents

How do I…

Add a comment to an item’s discussion thread?

I Add a construction phase document package?

Add a cover sheet to a construction phase document package?

Add custom document legal text?

Add/edit custom construction phase document types?

Change the category for an issued construction phase document package?

Configure construction phase document package categories?

Configure construction phase document package trades/disciplines?

Configure the construction phase document package module?

Create a COR or PCO document?

Create a revision package?

Delete a construction phase document package?

Delete attachments from construction phase document packages?

Download all attachments as a ZIP file?

Edit draft construction phase document packages?

Manage the change order process?

Notify users of issued construction phase document packages?

Print a construction phase document package?

Require a review of construction phase document packages?

Reopen a construction phase document package?

Search construction phase document packages by keyword?

Set the construction phase document package review status?

Track costs and schedule changes?

Update the construction phase document package status?

Upload and manage pay applications?

Upload confirmation/consolidation drawing set?

Upload file attachments to construction phase document packages?

Cover Sheets

How do I…

Add a cover sheet to a construction phase document?

Insert a submittal cover sheet/stamp sheet?

Custom Logos

How do I…

Add a project logo?

Add a custom logo to printable sheets?

Display project logos on printable pages?

Link a logo to a company automatically?

Design/Bid Packages

How do I…

Add a comment to an item’s discussion thread?

Add a design/bid package?

Add/edit custom design/bid package types?

Auto-notify users of issued design/bid packages?

Change the category for an issued design/bid package?

Configure design/bid package categories?

Configure the design/bid package module?

Delete a design/bid package?

Delete attachments from design/bid packages?

Download all attachments as a ZIP file?

Edit draft design/bid packages?

Print a design/bid package?

Reopen a design/bid package?

Search design/bid packages by keyword?

Share design/bid packages with external users?

Track costs and schedule changes?

Upload file attachments to design/bid packages?

Document Management

How do I…

Add custom document legal text?

Create custom status types for construction phase document packages?

Cross reference related items to a package?

Manage the change order process?

Modify access permissions for construction phase document package types?

Require a review of construction phase document packages?

Track costs and schedule changes?

Field Management

How do I…

Display and edit the details of a quality control (QC) item?

Field Reports

How do I…

Add a field report?

Add an item to a field report?

Auto-notify users of issued field reports?

Change the status of an item from action required to action taken?

Configure field report categories?

Configure field report trades/disciplines?

Configure the field reports module?

Cross reference related items to a field report?

Export a full field report?

Print a field report?

Search field reports by keyword?

Set permissions for issuing field reports?

Upload file attachments to field reports?

General

How do I…

Bulk rename PDF files?

Change my password?

Configure weekly email notification to consultants and owner reviewers?

Create a custom log?

Cross reference related items to another ConstructEx item?

Download an attached file?

Get started as a contractor user?

Get started as a design team leader (architect) user?

Get started as a reviewer/consultant user?

Get started as a subcontractor user?

Import existing data?

Login as a new user?

Print and view logs?

Print an item?

Search items by keyword?

Select my language?

Set the project time zone?

Use Help?

View email notification history?

Markup Tools

How do I…

Add a raster image?

Add an electronic submittal stamp?

Add markups to scanned PDFs?

Add stamps and markups to a PDF as a subcontractor?

Automatically flatten markups in RFIs/submittals?

Copy and paste markups to multiple pages?

Delete/edit markups?

Markup up submittal PDFs?

Rotate a document in markup tools?

Use the Newforma ConstructEx Viewer?

Meeting Minutes

How do I…

Add a meeting?

Create meeting types?

Cross reference related items to meeting minutes?

Get meeting minutes access?

Search meeting minutes by keyword?

Upload file attachments to meeting minutes?

Message Forums

How do I…

Add a comment to a message?

Add a message?

Create message categories?

Cross reference related items to messages?

Delete a message?

Delete a message category?

Edit permissions for the General Message category?

Print a message?

Search messages by keyword?

Upload file attachments to message forums?

Project Administration

How do I…

Add a cover sheet to a construction phase document package?

Add a discipline or category type to an index?

Add a prefix to an RFI?

Add a project logo?

Add a shared folder?

Add a space to the Spatial Index?

Add a submittal register item?

Add a user?

Add and Edit User Groups?

Add custom document legal text?

Add existing RFIs?

Add existing submittals?

Add RFI types?

Add submittal types?

Add/edit custom construction phase document types?

Add/edit custom design/bid package types?

Adjust the frequency of automated emails for reviewer RFI answers?

Adjust the frequency of automated emails for reviewer submittal reviews?

Assign a responsible subcontract to a register item?

Auto-forward RFIs to consultants, engineers and owner reviewers?

Auto-forward submittals to consultants, engineers and owner reviewers?

Auto-notify users of issued design/bid packages?

Auto-notify users of issued field reports?

Auto-notify users of new/returned RFIs?

Auto-notify users of new/returned submittals?

Batch import users to the Project Team?

Block the construction team from editing due dates?

Bulk download submittals and RFIs?

Change the category for a closed RFI?

Change the category for a closed submittal?

Change the category for an issued construction phase document package?

Change the category for an issued design/bid package?

Configure construction phase document package categories?

Configure construction phase document package trades/disciplines?

Configure field report categories?

Configure field report trades/disciplines?

Configure notifications using groups?

Configure RFI categories?

Configure RFI trades/disciplines?

Configure submittal categories?

Configure submittal trades/disciplines?

Configure the construction phase document packages module?

Configure the default due date for RFIs?

Configure the default due date for submittals?

Configure the field reports module?

Configure the RFIs module?

Configure the Sheet/Specification Index?

Configure the Submittals module?

Configure the Submittals module and prepare the template for import?

Configure weekly email notification to consultants and owner reviewers?

Copy users to other projects?

Create custom status types for construction phase document packages?

Create meeting types?

Create message categories?

Delete a message category?

Delete a shared folder?

Delete a sheet record?

Delete a specification record?

Delete a space from the Spatial Index?

Delete a submittal register item?

Display project logos on printable pages?

Edit a shared folder?

Edit a submittal register item?

Edit a user’s contact information?

Edit user role display names?

Hide RFI answers?

Hide submittal reviewer comments?

Import a Spatial Index?

Import existing data?

Import the submittal register into my project?

Insert a submittal cover sheet/stamp sheet?

Link a logo to a company automatically?

Link a current PDF to an existing package?

Link existing submittals to the register?

Populate categories across modules?

Populate trades/disciplines across modules?

Remove a user from a project?

Reopen a submittal?

Reopen an RFI?

Reset a user password?

Set access permissions for shared folders?

Set permissions for exporting full field reports?

Set permissions for issuing field reports?

Update an email address for a user?

Upload a submittal cover sheet?

Upload an RFI cover sheet?

Project Team

How do I…

Add a user?

Batch import users to the Project Team?

Change a user’s company?

Change my password?

Copy users to other projects?

Download an Excel file of the team directory?

Download the Vcard of a user?

Edit a user’s contact information?

Edit user role display names?

Login as a new user?

Print the team directory?

Remember username and password?

Remove a user from a project?

Reset a user password?

Update an email address for a user?

Upload a profile picture?

Quality Control

How do I…

Add a comment to an item’s discussion thread?

Add a quality control item?

Configure the Quality Control module?

Create a custom quality control log?

Display and edit the details of a quality control (QC) item?

Update the status of a quality control item?

Upload file attachments to quality control items?

Work with the Quality Control full log?

RFIs

How do I…

Add a prefix to an RFI?

Add an RFI as a contractor?

Add an RFI as a subcontractor?

Add existing RFIs?

Add RFI types?

Adjust the frequency of automated emails for reviewer RFI answers?

Allow subcontractors to view RFIs?

Answer an RFI as a consultant/reviewer?

Answer an RFI as a design team leader (architect) user?

Auto-forward RFIs to consultants, engineers and owner reviewers?

Auto-notify users of closed RFIs based on trade?

Auto-notify users of new/returned RFIs?

Automatically flatten markups in RFIs?

Change the category for a closed RFI?

Close an RFI as a contractor?

Configure RFI categories?

Configure RFI trades/disciplines?

Configure the default due date for RFIs?

Configure the RFIs module?

Create a revised RFI?

Create RFI logs and reports?

Cross reference related items to an RFI?

Delete an attachment from a returned RFI?

Delete an RFI?

Delete attachments from RFIs?

Edit an RFI response/attachment from a consultant (reviewer)?

Export RFI print summary with attachments?

Forward an RFI to a consultant/secondary reviewer twice?

Forward and RFI to consultants, engineers and secondary reviewers?

Hide RFI answers?

Log an RFI on behalf of my contractor?

Log an RFI review on behalf of a reviewer?

Notify another Architect or Project Admin (Design) that a Submittal or RFI is Ready for Review?

Notify multiple architects of an RFI as a contractor?

Notify multiple contractors of a draft RFI as a contractor?

Notify multiple contractors of an incoming RFI?

Notify multiple design team members of an RFI review?

Notify users of changes in the midst of a review?

Print an RFI?

Reopen an RFI?

Return an RFI?

Search RFIs by keyword?

Send an RFI to someone off the system?

Set business days vs. calendar days?

Track LEED RFIs?

Upload an RFI cover sheet?

Upload file attachments to RFIs?

View RFI statistics and graphs?

Shared Folders

How do I…

Add a shared folder?

Add a subfolder to a shared folder?

Delete a file from a folder?

Delete a shared folder?

Download files and shared folders?

Edit a shared folder?

Move a file between shared folders?

Notify users of a change to a shared folder?

Rename a file?

Send shared folder files to external users?

Set access permissions for shared folders?

Share BIM and CAD files?

Upload files to shared folders?

Use shared folders to distribute bid documents?

View the shared folders Activity Log?

Sheet Index

How do I…

Add a discipline or category type to an index?

Add a drawing to the index?

Auto-link existing PDFs to the sheet index?

Auto-link the sheet index to PDFs within packages?

Configure the Sheet Index?

Copy the sheet index from AutoCAD?

Create a sheet index from the template?

Cross reference related items to sheets?

Delete a sheet index?

Delete a sheet record?

Download a current set of drawings?

Export sheet index information from Revit?

Import a sheet index?

Link a current PDF to an existing package?

Print a sheet record?

Print an old Sheet Index?

Spatial Index

How do I…

Add a space to the Spatial Index?

Configure the Spatial Index module?

Create a Spatial Index from the template?

Export Spatial Index information from Revit?

Import a Spatial Index?

Purge an existing Spatial Index?

Specification Index

How do I…

Add a discipline or category type to an index?

Add a spec to the index?

Auto-link existing PDFs to the specification index?

Auto-link the specification index to PDFs within packages?

Configure the Specification Index?

Create a specification index from the template?

Cross reference related items to specifications?

Delete a sheet or specification index?

Delete a specification record?

Delete a space from the Spatial Index?

Download a current set of specifications?

Import a specification index?

Link a current PDF to an existing package?

Print a specification record?

Stamps

How do I…

Add an electronic submittal stamp?

Add a signature to a stamp?

Copy and paste a stamp to multiple pages?

Create a custom submittal stamp?

Delete/edit stamps?

Insert a stamp sheet?

Submittal Register

How do I…

Add a submittal register item?

Assign a responsible subcontractor to a register item?

Configure the Submittals module and prepare the template for import?

Create a log of open register items?

Create a submittal register from the template?

Create and export a custom register log?

Delete a submittal register item?

Edit a submittal register item?

Import the submittal register into my project?

Include submittal register items in a custom log?

Link a submittal to the Submittal Register?

Link existing submittals to the register?

View a comprehensive submittals log?

View a list of outstanding submittals?

Submittals

How do I…

Add a submittal as a contractor?

Add a submittal as a subcontractor?

Add existing submittals?

Add submittal types?

Adjust the frequency of automated emails for reviewer submittal reviews?

Auto-forward submittals to consultants, engineers and owner reviewers?

Auto-notify users of closed submittals based on trade?

Auto-notify users of new/returned submittals?

Automatically flatten markups in submittals?

Automatically reset requested due date when contractor edits draft submittal?

Change the category for a closed submittal?

Close a submittal as a contractor?

Configure submittal categories?

Configure submittal review statuses?

Configure submittal trades/disciplines?

Configure the default due date for submittals?

Configure the Submittals module?

Create a custom submittal stamp?

Create a revised submittal?

Create a transmittal?

Cross reference related items to a submittal?

Delete a submittal?

Delete attachments from submittals?

Edit a submittal?

Export submittal print summary with attachments?

Forward a submittal to a consultant/secondary reviewer twice?

Forward a submittal to consultants, engineers and secondary reviewers?

Hide submittal reviewer comments?

Include submittal register items in a custom log?

Insert a submittal cover sheet?

Invite secondary reviewers to review a submittal?

Link a submittal to the Submittal Register?

Link existing submittals to the register?

Log a submittal on behalf of my contractor?

Log a submittal review on behalf of a reviewer?

Manage submittal substitutions?

Markup up submittal PDFs?

Notify another Architect or Project Admin (Design) that a Submittal or RFI is Ready for Review?

Notify multiple architects of a submittal as a contractor?

Notify multiple contractors of a draft submittal as a contractor?

Notify multiple contractors of an incoming submittal?

Notify multiple design team members of a submittal review?

Notify users of changes in the midst of a review?

Print a submittal?

Reject submittals uploaded by subcontractors?

Reopen a submittal?

Return a submittal from the design team?

Return subcontractor draft submittals as the contractor?

Review a submittal as a consultant/reviewer?

Search submittals by keyword?

Send a submittal to multiple architects?

Send a submittal to someone off the system?

Set business days vs. calendar days?

Track LEED submittals?

Upload file attachments to submittals?

Upload a submittal cover sheet?

Upload For Record submittals?

View a comprehensive submittals log?

View only submittals for certain trades or spec sections?

View submittal statistics and graphs?

Troubleshooting

How do I…

Clear the browser cache (temporary internet files) and cookies?

Configure my email spam filters to allow email notifications from ConstructEx?