How Tos

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Add a Shared Folder
Add a Shared Folder Perform the following steps to add a shared folder to a project. You must be a Project Administrator to add a shared folder. For guidelines on...
Add a Space to the Spatial Index
Add a Space to the Spatial Index Perform the following steps to add a space to the Spatial Index. You must be a Project Administrator to add a space to...
Add a Subfolder to a Shared Folder
Add a Subfolder to a Shared Folder All users with Upload and Move/Rename/Delete permissions within a shared folder can create subfolders. Subfolders inherit the permission settings of the first tier...
Add a Submittal as a Contractor
Add a Submittal as a Contractor Perform the following steps to add a submittal as a contractor. For details on adding a submittal as a subcontractor, click here. Who Can...
Add a Submittal as a Subcontractor
Add a Submittal as a Subcontractor Perform the following steps to add a submittal as a subcontractor. For details on adding a submittal as a contractor, click here. Who Can...
Add a Submittal Register Item
Add a Submittal Register Item Perform the following steps to add a submittal register item. You must be a Project Administrator to add a submittal register item. To add a...
Add a User
Add a User Perform the following steps to add a user to a project team. Alternately, you can use the batch import option to import your entire project team. Any...
Add Custom Document Legal Text
Add Custom Document Legal Text Project Administrators may add/edit custom document legal text for each construction phase document type. This text is visible on issued packages and the printable page....
Add Custom Logo to Printable Sheets
Add Custom Logo to Printable Sheets Each user may add their own logo to printable sheets. The project logo in the header of the software interface is controlled by the...
Add Drawing/Spec to Index
Add Drawing/Spec to Index Perform the following steps to add a drawing sheet or specification to the Sheet Index or Specification Index. You must be an Architect or Project Administrator...

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