Help Articles Table of Contents

Project Navigation:

1. Home

2. New Project

3. File Search

4. Project List Navigation

Project Modules:

Files Management:

1. Adding Files and Documents

2. File Search Across Projects

3. File Distribution

4. Repro Request Only

5. CAD File Management

6. Viewer Navigation

7. Viewer Markup Tools

8. Favoriting a Folder

9. Document Management Overview

10. Placing Print and Download Orders

RFI:

1. RFI Administration

2. RFI Log Navigation

3. RFI Q&A Workflows

4. Creating an RFI

5. Answering an RFI

6. Closing and RFI

7. RFI FAQS

Submittals:

1. Submittals Overview

2. Setting up Submittals

3. Submittals Home

4. Submittal Log Navigation and Filtering

5. Submittal Item Review Workflows

6. Adding CSI Codes that Require Submittal Items

7. Adding Submittal Items

8. Issuing Submittal Items for Review

9. Reviewing Submittal Items

10. Closing Submittal Items

11. Submittals in CloseOut Mode

CloseOut:

1. CloseOut Overview

2. CloseOut Activation

3. CloseOut Wizard

4. CloseOut Home

5. CloseOut Responsible Parties

Bidding:

1. Bidding Navigation

2. Responding to an Invitation to Bid

3. Adding Bidders

4. Importing Bidders from a Project

5. Sending Invitations to Bid

6. Awarding a Bid

Project Directory:

1. Project Directory Navigation

2. Adding Contacts

3. Adding Employees and Reps

Contacts:

1. Company Contacts Navigation

2. Adding a New Company

3. Uploading Contacts to BuildFlow

Administration:

1. Managing Project Modules

2. Search Tags

3. Adding and Removing Employees and Reps

4. Supported Browsers

5. Creating user Groups

6. CloseOut:

   1. CloseOut Navigation

   2. CloseOut Items and Categories

   3. CloseOut Equipment Turnover Setup

   4. CloseOut Project Categories

   5. CloseOut Checklist

   6. CloseOut Report Filters

   7. CloseOut Custom Fields

   8. CloseOut Responsible Parties

   9. CloseOut Schedule Milestones

Support:

1. FAQS