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Administration Tools
Managing Documents
- Documents Overview
- Documents Module Main Features (Video)
- Connecting to ProjectWise
- Accessing and Uploading files to ProjectWise Share
- Synchronize Files to ProjectWise Share
- PDF Markups
Working with Forms
- Restricted Access to Forms
- Multiple Approvals for Workflow
- Export form to a PDF File
- Import form using a CSV file
- Viewing and Managing Forms
- Create and Populate an Issue Form (Video)
Inspections
- Inspections Overview
- Inspections Data Population and Import
- Inspection Form Permissions Configuration
- Configure Multiple Workflows in Inspection Configuration File
- Edit Inspection Workflows using the Forms Manager
- Batch Inspection Creation