- Creating and using certain Doc types:
- Commitment
- CCO
- Pay Request
- Finding vendors through Lookup filters
- Setting the Tax Handling option
- Copying Inclusions/Exclusions from one document to another
- Entering Items through the Via Excel option
- Attaching files from the Catalog
- Attaching Drawing attachments
- Setting the Incl option for attached files
- Creating a file from an Attachment template
- Changing the sequence for Assembled PDFs
- Routing via email, fax and hard copy
- Previewing routed content
- Using the Downloand and Respons wizards
- Understanding the Commitment statuses
- Understanding how CCOs affect the budget
