Standard Documents

Learn how the Standard Documents work.

• How to edit a Text Field
• How to edit a date or time field
• How to edit a Catalog field
• How to add new options into an existing list
• How to add Comments
• How to add References
• How to edit an Assignee field
• How to move entries through a workflow
• How to upload into the File Cabinet
• How to export a Project
• How to update Contributors
• How to export an entry
• How to edit a Creator field
• How to edit a Number field
• How to edit a Signature field
• How to edit a table field
• How do Changer Orders work
• How do Daily Reports work
• How do Daily Summary's work
• How does Material Acceptance work
• How does Material Stockpile work
• How does Payment work
• How does Punch List work
• How do RFIs work?
• How do Submittals work
• How do Work Orders work
• How does Asset Inspection work
• How to organize files in the File Cabinet