Plans and documents
- Create a document folder
- Share a document folder
- Bulk share document folders
- Manage folder sharing permissions
- Create a folder access summary report
- Request access to a folder
Plans and other files
- Naming your plans/files
- Automatically label your plans using the Auto-label (OCR) tool
- Add plans / files to a folder
- Split a multi paged pdf file
- Unzip a folder
- Add a status to your plan/file
Document Register Summary Report
- Do contacts outside of my organisation need to create a Webuild account to view shared plans/files?
- Who can see my markups?
- Can contacts from outside of my organisation add markups to plans?
- What kind of file types can I view in my Webuild account?
- How do I see who has access to my document folder
- What does the “Can edit” folder permission allow contacts to do?