• Daily Log Search

    • Simeon Case

    Searching for a log within a specific date You can select the Date Range if you would like to look at Daily’s from a certain time period. *IMPORTANT: If you select the Custom Date range, you will need to make sure you select a start and end date. Searching for…

  • How to Manage Company Stamps

    • February 21, 2024
    • Simeon Case

    You can store electronic stamps in ConDoc for stamping PDF documents. *Note: You must be a Company Admin to upload/edit a company stamp. Step One Navigate to the Company Admin tab Step Two Click on the Manage Company Stamps button Step Three To create a new one, click on the…

  • Company Admin – General Contractor

    • February 13, 2024
    • Simeon Case

    To view your Company Admin page, navigate to Admin > Company Admin Under this screen, you are able to make edits/adjustments to your company, add employees to your company and create new projects. To edit your company details, click on the Edit button. Once you are finished, click Save to…

  • Managing File Cabinet Notifications

    • August 3, 2023
    • Simeon Case

    You can set up notifications for your folders in the File Cabinet. By default, no notifications are sent. Simply follow these steps to get the emails flowing! Prerequisites: You must be a folder admin. Notifications can be different for each folder, if you want them to be. A sub folder…

  • How to Create an RFI

    • May 25, 2023
    • Simeon Case

    Navigate to Documents > RFI Click on Add New Fill out the information needed You can add files by dragging and dropping them onto the screen, or you can click on the file button which will open your file folder. You can also reference a plan by clicking + Plan…

  • Is the text in your PDF distorted?

    • March 1, 2023
    • Simeon Case

    Are you seeing this while viewing PDFs in the browser? This is a known issue when viewing PDFs in browsers, and it’s easy to fix. Follow these few steps! Microsoft Edge: 1. In the top right corner of your screen, click on the 3 horizontal dots 2. Click on Settings…

  • How to Create a Submittal

    • February 6, 2023
    • Simeon Case

    Navigate to Documents > Submittal Click on Add New Fill out the information needed You can add files by dragging and dropping them onto the screen, or by clicking the blue File button You can add or edit Stakeholders on the Submittal to choose who can view the document once…

  • How to Edit Company Details

    • Simeon Case

    Navigate to Admin > Company Admin Click on Edit Fill in or change any information needed, then click Save to save your changes

  • How to add your Company Logo

    • Simeon Case

    Navigate to Admin > Company Admin Click on Logo You can click on Upload Logo to select an image from your file folder, or you can drag and drop the image onto the screen. Click Save once you are done

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