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