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Guides - Builder

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  1. Getting Started - Upload Documents & Make Packages

  2. Using the Document Matrix to add Documents to your Packages

  3. Setting a preferred contact

  4. Processing an Addendum

  5. Guide to labeling filenames for seamless revision management

  6. Notifying Subcontractors of Document Changes

  7. Issuing Packages in Stages

  8. Managing Invitation Responses

  9. Uploading files and storing them in the Address Book

  10. Revising packages and documents, outside of an addendum

  11. Tracking Tender Correspondence sent to Subcontractors

  12. Subcontractor Documentation Requests

  13. Using the Document Previewer

  14. How to notify all subcontractors of an Addendum even if they haven't downloaded documents

  15. Managing Quotes through EstimateOne

  16. Adding a custom due date to a package

  17. Creating & Using Lists

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