Reference Guides

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Reference Guides

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

Quick Reference Guides

Construction Phase Packages

Construction Phase Document Package Origination Quick Reference Guide (download PDF)

Cover Sheets

Create Cover Sheets Quick Reference Guide (download PDF)

Design/Bid Packages

Design/Bid Package Origination Quick Reference Guide (download PDF)

Field Reports Mobile App

Field Reports Mobile App Quick Reference Guide (download PDF)

Logos

Create Project and Company Logos Quick Reference Guide (download PDF)

Quality Control

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

Design Team Leaders: Initiate, Edit, and Close a QC Item Quick Reference Guide (download PDF)

Subcontractor: View and Update a QC Item Quick Reference Guide (download PDF)

RFIs

RFI Origination Quick Reference Guide (download PDF)

Design Team Leader RFI Review Quick Reference Guide (download PDF)

Secondary Reviewer RFI Review Quick Reference Guide (download PDF)

Shared Folders

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

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

Submittals

Submittal Origination Quick Reference Guide (download PDF)

Design Team Leader Submittal Review Quick Reference Guide (download PDF)

Secondary Reviewer Submittal Review Quick Reference Guide (download PDF)

Submittal Register

Create and Import a Submittal Register using the Template Quick Reference Guide (download PDF)