• Deactivating a Project

    Projects can be deactivated on an individual basis. When a project is deactivated the following changes occur: The project is no longer available in ConDoc menus No users will be able to access the project No changes can be made to any documents or plans in the project Documents and…

  • Editing a Project

    Navigate to Admin > Project Admin In the top left corner of the project details box, click on the Edit button Make the changes needed and click Save

  • Project Export

    When should I request a project export? Companies should request a project export for each completed project before moving it to deactivated status. You should request the export after verifying all project content is “final”. How to request a project export: Navigate to Admin > Project Admin Click the Request…

  • Project Phases

    ConDoc supports projects in the following phases of work. To change a project phase, call the helpdesk or submit a help ticket. Pre-construction: Also known as Out-to-Bid. ConDoc supports plans, drawings, and specs, OTB RFIs, and other documentation.   Construction: Also known as Build phase. ConDoc supports all documentation types…

  • Creating a Project

    Navigate to Admin > Company Admin In the Manage Company Projects box, click on the New button Follow the steps and fill out the information needed. You will see your new project under the list of projects under the Manage Company Projects box. To view the details of your new…

  • Project Administration

    A Project Administrator (Project Admin) is a person with Administrative permissions for things related to the project. The level of Project Admin permissions depend on the role of the Company as it relates to the Project.  The General Contractor’s Project Admin(s) The General Contractor (GC) for a project will normally be…

  • Managing Projects

    The Manage Company Projects box allows you to add new projects or view existing projects. You must have a payment method established in ConDoc to add/create a new project. You will only have the capability to edit projects that your company owns and that your company is the Project’s Admin…

  • What is a Company Admin?

    The Company Admin has administrative permissions to manage people who work for their company and for functions that their company is responsible for. The Company Admin can invite other people to the project from within their company and they can grant Company Admin permissions to other people within their company….

  • What is a Company’s Project Admin?

    The Company’s Project Admin is the person who performs company-level tasks related to a specific project. A Company’s Project Admin is not able to configure documents but can manage document security by adding or removing people from a project for their company. They are also able to create and manage…