by Brad Bowyer | Jan 31, 2022 | Product Tips & Tricks
Every submittal starts a Send/Receive pair which can be found in the Card History. Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports. The system will set the send/return automatically but it can be changed manually...
by Brad Bowyer | Jan 21, 2022 | Product Tips & Tricks
Even though we need to trust each person on our team is pulling their weight considering not all documents submitted/sent out are created equally, it’s nice to have a tool that can give an overview of what each team member is doing on a daily, weekly or monthly basis....
by Brad Bowyer | Jan 4, 2022 | Product Tips & Tricks
Often, we get instructions that a document (card) is no longer required. This doesn’t always come in the form of an email and without record we may wonder down the line why we did what we did. No matter the reason, not many of us have the memory power to remember why...
by Brad Bowyer | Dec 28, 2021 | Document Control
Your document controller just quit in the middle of a project… “One of my document controllers just quit! How can I figure out where they were at with the project?” As a project progresses – especially a long one – the chance that one or...
by Brad Bowyer | Dec 19, 2021 | Product Tips & Tricks
Do you re-submit an entire data book/compilation or just the requested documents if your customer returns comments? This is a question that usually does not have a black or white answer. It really depends on your customers individual preference, in my opinion, one...
