A PunchList document is a type of “to-do” or checklist document.
Once you have a project, you can create a PunchList manually or through automatic workflow. In addition, you can create as many PunchList documents per project as needed.
Question: How do I set things up to be able to import Budget Entries for a Change Item from a Microsoft Excel Workbook? Answer: Lots of setup is required, but if you
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
The Document Options menu on some documents allows you to access details for the source contact of the document. The source contact for your document changes from document to document