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)

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)