Smart Documents
Feature 7: Smart Documents Overview The Smart Documents feature provides digital checklists, compliance reports, and document management for new build projects.
Key Function
Enables easy access to important new build documents.
Automates documentation for compliance and reporting.
Step-by-Step Guides
Go to the Smart Documents section in New Build Management.
Use the Editor to create new documents related to the project.
Once documents are created, they will be found in the Templates section.
Documents that are submitted or filled in can be found in the Documents section.
FAQs
Q: Can I upload documents into Smart Documents? A: No, documents need to be created in the Editor. Our Customer Support team also has the ability to quickly turn your documents into Smart Documents. Please contact a member of the team to find out more.
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