In addition to the company’s permissions that extend to its employees. An employee may be granted Administrative permissions for their company or for a project. Administrative permissions are divided into two categories: Project Admin and Company Admin. These permissions allow the employee to do things that other employees within that…
Company roles are based on the function the company serves on the project. The company’s role determines where it will fit into the various document workflows. The Company Roles are: Architect – Engineers Customer/Owner General Contractor Other 1* Other 2* *Generic positions that are…
There are two types of roles in ConDoc, Company roles and Employee roles. Each role comes with certain permissions within the ConDoc Application. These roles and permissions are interconnected to some degree. Because Employees belong to Companies, the Employee’s role and permissions cannot extend beyond the Company’s role and permissions….
When you open a document, look for and click the Add Note button. If there is no button, you will not be able to add notes. In most cases, the status of the document determines whether notes can be added or not. Once a document is approved, it is considered locked…
After your initial login, when you log in to ConDoc you will be taken to the My Dashboard tab. This page is meant to be a quick reference showing any tasks that need your attention. The My Dashboard tab is NOT project specific. It will list ALL documents for ALL projects…
Navigate to your Account page: Click on your name in the upper right-hand corner of the page. OR Click on the My Dashboard tab in the upper left corner of the page. Then click on the Open My Settings box. Click on the View Recent Emails button This will list the 100 most recent emails you have…
To request access to a project: Companies are added to a project by the Project’s Admin. Employees are added to a project by their company’s Project Admin. If you don’t see a project you expect to see on your project page, there are two possible solutions: If you know your…
Company Stamp You must have Company Admin permissions to add or remove company stamps. Navigate to the Company Admin page. In the Management box, click on the Manage Comapny Stamps button Click on the Add New button Enter a name for the stamp in the Stamp Name field. Use a…
View the PDF from the Documents Tab: From the Documents Tab, select the tab for the document type you wish to view. (RFI, Submittal, etc) If you see a PDF iconbeside the document it is available to view in your browser. Click the icon beside the document you would like to…
Read below and see if one of these common issues is preventing you from accessing ConDoc: Check your junk email folder if you don’t receive an email invitation to ConDoc. The device you use to access ConDoc must be connected to the internet. Google Chrome provides the best user experience…