Tutorials
Process Guides
Tutorials
Configure Settings
- Apply Configurable Fieldsets to Projects
- Configure a Workflow Template on a Project
- Configure Advanced Settings: Correspondence
- Copy a Configurable Fieldset
- Create a Workflow Template
- Create Custom Sections
- Create New Configurable Fieldsets
- Create New Custom Fields
- Delete Configurable Fieldsets
- Edit Configurable Fieldsets
- Remove Configurable Fieldsets from Projects
Manage Correspondence Items
- Add a Multi-Tiered Location to an Item
- Add a Related Item to a Correspondence Item
- Archive a Correspondence Item
- Change the Status of a Correspondence Item
- Complete a Correspondence Item with DocuSign®
- Create a Correspondence Item
- Create and Link a New Correspondence Item from a Correspondence Response
- Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item
- Customize the Column Display in the Correspondence Tool
- Edit a Correspondence Item
- Export a Correspondence Item
- Export a List of Correspondence Items
- Forward a Correspondence Item by Email
- Generate a QR Code for a Correspondence Item
- Link a Correspondence Item on a Drawing
- Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item
- Manage Custom Statuses for Correspondence Types
- Perform Bulk Actions on Correspondence Items
- Respond to a Correspondence Item
- Search, Sort, and Filter Correspondences
- View a Correspondence Item