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Company Administration
Technical Setup
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Merge Templates
Merge Templates (Smarty Tags)
Business Directory
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Project Administration
Project Details
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Share Groups
Share Rules
Distribution Lists
Account Codes
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Customize Forms
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Help Center Home
Company Administration
General Navigation
Getting Started
My Page
Projects
Logs
Forms
Files
Photos
System Forms
Budget Amendments
Budget Items
Change Orders
Contract Exhibits
Contracts
Cost Proposals
Directives
Drawing Packages
Drawings
Emails
Field Reports
Meetings
Merge Documents
Payment Applications
Potential Change Orders
Punch List Items
Request For Information
Request For Proposal
Specification Packages
Specifications
Submittal Items
Submittal Packages
Company Administration
Technical Setup
Company Details
Users
Projects
Company Forms and Fields
Merge Templates
Merge Templates (Smarty Tags)
Business Directory
Company Connect
Company Share Groups
Project Administration
Project Details
Cost Periods
Users
Share Groups
Share Rules
Distribution Lists
Account Codes
Picklist Option Sets
Customize Forms
Permission Checker
Workflows
Merge Templates
Project Directory
Reports & Dashboards
Tips & Tricks
Company Reports
Project Reports
Release Notes
2024
2023
2022
2021
2020
Company Administration
Administrators of your company can define general company information and set up standards that can be used on projects.
Technical Setup
SSO Integration with ADFS
SSO Integration with Azure AD
Company Details
Update your Company Details
Users
Add users to your company
Manage your Company Users
"Log In As" one of your users
Projects
Creating your first project
View Company Projects
Company Forms and Fields
Make a custom field "Required"
Customizing your "System" Company Form Types
Create a custom Company Form Type
Managing Company Form Types
Add a custom Company Form Type to a Project
Create a Company Field
View Company Fields
Edit a Company Field
Custom Collection Field Overview
Adding Links to Collections
Custom Collection (Reference) field Overview
Applying Form Variations to Projects
See more
Merge Templates
Pre-made Merge Templates
Create a company Merge Template
Create a Merge Template in Adobe PDF
Add row numbers to a table in a Merge Template
Add icons to a Merge Template (Webdings and Wingdings)
Add an image to a Merge Template created in MS Excel
Add sums to collections in Merge Templates
Force formatting in Merge Templates
Edit project eligibility of a company Merge Template
Edit/Rename a company Merge Template
Upload a new version of a company Merge Template
Delete a company Merge Template
Add a collection to a Merge Template
Add a photo to your Merge Template
See more
Merge Templates (Smarty Tags)
Inserting and resizing a logo on a Merge Template
Convert money to words in a Merge Template
Truncate text in a Merge Template
Round a number in a Merge Template
Format currency in a Merge Template
Perform math in a Merge Template
Add an if statement to a Merge Template
Format dates in a Merge Template
Calculating the difference between dates with Smarty Tags
Combine multiple formatters in a Merge Template
Split a string into multiple parts in a Merge Template
See more
Business Directory
Manage your Company's Business Directory
Importing Your Business Directory
Company Connect
Connect with another Company
Company Share Groups
Create a Company Share Group