The Plan Room Dashboard provides public or private users access to certain documents and any files attached to those documents.
Categories:
Related Post
Acquiring/Assigning an Invoice NumberAcquiring/Assigning an Invoice Number
Integrated with an Accounting System If your site is integrated with an accounting system such as Microsoft Dynamics SL or with Acumatica Cloud ERP, you can choose to acquire an
The CSI Maintenance PartThe CSI Maintenance Part
When you select the CSI Maintenance tool, the corresponding part appears. Columns CSI Code The 5- or 6-digit Construction Specification Institute code. Description A short description of the CSI code.
Items Tab: Move Items into FoldersItems Tab: Move Items into Folders
Much like moving files into folders, you can “place” an Item into a folder. Unlike the folders found on the Catalog, these folders are specific to the document. To move