• How to create a Daily Log

    • September 7, 2021
    • Brian Clark

    For a visual step-by-step description, check out our video on How To Create a Daily Log: Click Here

  • Can I re-open a rejected Approval Document?

    • Brian Clark

    Yes. How to re-open a rejected Approval If the document was rejected, you can reopen the document, revise it, then re-enter it into the workflow. This will allow the accompanying notes to follow the revised document, rather than creating a completely new Approval Document.  If the document was rejected because…

  • How do I put a document into an Approval Workflow?

    • Brian Clark

    Approvals can be anything that requires a workflow, either internal (within your company) or external (outside your company): schedules, progress reports, certification rosters, supply lists, or anything else that requires someone else’s approval. Creating a New Approval Document To put a document into an approval workflow, navigate to the Approval Document…

  • What is an Approval?

    • Brian Clark

    Approvals can be anything that requires a workflow, either internal (within your company) or external (outside your company): schedules, progress reports, certification rosters, supply lists, or anything else that requires someone else’s approval. Approvals allow the Company or Project Admin to establish a custom workflow for whatever is needed. Approvals…

  • What are Document Security Settings?

    • Brian Clark

    Document Security Settings There are nine document types in ConDoc: Request For Information (RFI), Submittal, Construction Documents, Construction Sets, Plans, Change Requests, Change Orders, Other, and Approvals. (Daily Logging will be addressed separately.) Security settings for Construction Documents are set in ConDoc, so they cannot be changed for that document…

  • How do I configure Change Orders?

    • Brian Clark

    You must be the Project’s Admin to be able to configure any document. Change Order Configuration To access the Change Order settings, click on the Admin Tab, then click Project Admin. This will bring up the Project Administration page. On the Project Administration page, below the Project Information boxes, are…

  • How do I configure Change Requests?

    • Brian Clark

    You must be the Project’s Admin to be able to configure any document. Change Request Configuration  To access the Change Request settings, click on the Admin Tab, then click Project Admin. This will bring up the Project Administration page. On the Project Administration page, below the Project Information boxes, are…

  • How do I configure Construction Documents?

    • Brian Clark

    You must be the Project’s Admin to be able to configure any document. Construction Documents Configuration To access the Construction Document settings, click on the Admin Tab, then click Project Admin. This will bring up the Project Administration page. On the Project Administration page, below the Project Information boxes, are…

  • How do I configure Submittals?

    • Brian Clark

    You must be the Project’s Admin to be able to configure any document. Submittal Configuration To access the Submittal settings, click on the Admin Tab, then click Project Admin. This will bring up the Project Administration page. On the Project Administration page, below the Project Information boxes, are the Document…

  • How do I configure RFIs?

    • Brian Clark

    You must be the GC’s Project Admin to configure any document. RFI configuration To access the RFI settings, click on the Admin Tab, then click Project Admin. This will bring up the Project Administration page. On the Project Administration page, below the Project Information boxes, are the Document Configuration boxes. There…

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