Batch Processing – Table of Contents Batch Processing Overview Batch Scanning Requirements Predefined Routes for File Batches Prep Work for Batch Scanning Using the Image Stapler Batch Upload Tool Creating
Batch Processing – Table of Contents Batch Processing Overview Batch Scanning Requirements Predefined Routes for File Batches Prep Work for Batch Scanning Using the Image Stapler Batch Upload Tool Creating
Manage Dashboard – Table of Contents System Admin Dashboard Company Divisions Company Division Detail Part Adding Company Divisions Mask Maintenance Mask Definitions and Mask Detail Adding a Mask Editing Mask
Compliance – Table of Contents Introduction to Compliance Compliance Types The Compliance Tab – Grid View Adding and Editing Compliance Items Pay Control on the Details Tab How Compliance Works
Alerts – Table of Contents Introduction to Alerts Watchdog Alerts The Document Alert Option Adding Document-specific Alerts Alert Subscriptions for Documents Creating Alert Subscriptions Editing, Deleting, or Suspending Alert Subscriptions
Contacts – Table of Contents Introduction to Contacts Understanding Roles and Contacts Contacts: Companies Roles’ Capabilities Roles’ Responsibilities Roles’ Organizational Level Contacts: Individuals Tabs on the Contact Detail Window and
Schedule of Values – Table of Contents Schedule of Values (SOV) Billing Overview How SOV Works Where SOV Info Comes From Adding an Architect to Project’s Contact List Pay Application
Budget-Forecast-Analysis – Table of Contents BFA Workbook Introduction Data Worksheet in the BFA Workbook Division Totals Worksheet the a BFA Workbook Account Category Totals Worksheet in the BFA Workbook Billing
Routing – Table of Contents Introduction to Routing Route Detail Tab The Route Detail Grid Route Status and Routing Methods Route Creation Manually Adding Routees Build Route Option Round Trip
Catalog and Files – Table of Contents Catalog Dashboard: Files and Documents Files vs. Documents Searching on the Catalog Dashboard Catalog Dashboard Search Results Using and Modifying Folders Adding Files
Doc Type Workflow – Table of Contents Doc Type Workflow Bid Overview Creating a Bid Estimate Overview Creating an Estimate Project Setup Overview Creating a Project Setup Project Setup