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Document Control
The Document Control module contains records for managing project-related documents and communication. Several record types are available:
- Action items : Track items that need to be completed.
- Issues : Track and view issues that impact your project.
- Meeting minutes : Log project-related meetings.
- Requests for information (RFIs): Follow up on questions about your project.
- Submittal packages: Group submittal items together for review.
- Submittals: Track items that require approval before they're fabricated and delivered to the designated location.
- Transmittals and correspondence : Log written correspondence for your project and create transmittal cover sheets.
Watch a video
This video includes the following information:
- Action items (1:42)
- Issues (5:14)
- Meeting minutes (6:49)
- RFIs (12:46)
- Submittals (14:46)