Projects 2

• Create a project
• How to create project and package templates

Drawings&Docs 4

• Upload documents and drawings
• Edit title, revise, delete a document
• Create a folder
• Allocate documents to packages

Project details 3

• Edit project details
• Archive a project
• Edit project address / location

Work Packages 6

• Create a package
• Importing packages
• Duplicate a package
• Publish / Sending out a package
• Publish / Sending out a package (via Outlook Mail Merge)

View all 6

Invitees 7

• Import invitees
• Add Invitees
• Filter invitees / companies
• Invite status menu
• Adding notes to invitees

View all 7

Network Directory 5

• Adding tags to companies
• Adding Pre-qualified badge
• Manually adding / editing people in the Network Directory
• Deactivate Company
• How To Add Suppliers To Your Network Directory

Quotes 3

• Create/Upload a quote on behalf of a company
• Mark a subcontractor/supplier as quoted
• Revise a quote on behalf of a company

Addendum 2

• How to work with addendums and how they are triggered?
• Issue an addendum for a single package

Messaging 2

• How to send a project wide message
• How to send a package wide message

Auto-compare 3

• Individually compare documents
• Bulk compare documents
• Share document changes with pricing supply chain

Procore integration 1

• How to use the Procore BidWork integration

General knowledge 2

• Status bar (Chevrons)
• Navigating around BidWork

The AI Tools 3

• The X-Ray Feature
• The Gap Analysis Feature
• Rate Search Tool