Alerts can be set up in three different ways: Document-specific Alerts through the document’s Actions and Options menu Alert Subscriptions from your Contact Detail window Alert Subscriptions for various users
To create a PunchList manually: From Project Dashboard, select PunchList and click Add. (optional) Change the Description. Save the document. On the Items tab, add your PunchList Items. You will
Items can be added to the Items Tab using the following four methods from the Items Actions menu : Add New Enter information on an Item. Note: Not all Doc