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BuildFlow

This guide provides a step-by-step approach  the Upload Files feature on the Buildflow platform, making it easier for users to manage their project files. By following the outlined instructions, users can streamline the upload process, ensuring that their documents are organized and accessible. Whether you are new to the platform or looking to enhance your file management skills, this guide offers valuable insights that can save time and improve efficiency. Don't miss the opportunity to simplify your workflow and enhance collaboration through effective file uploads.

How to use the Upload Files Feature

BuildFlow User Guide

This guide provides essential steps for effectively viewing and downloading files from share links, ensuring a seamless experience with user-friendly tips for browser selection. By following the outlined instructions, users can easily navigate the process, whether they are viewing individual files or downloading multiple files at once. The guide is particularly helpful for those unfamiliar with file-sharing platforms, making it a valuable resource for anyone looking to manage shared files efficiently.

How to View and Download files from a Share Link

Document Management

This guide provides step-by-step instructions on how to create a new project in BuildFlow. It covers important details such as selecting project templates, inputting project information like project number, name, and address, choosing the project phase, adding bid details, and uploading project images. It also provides alerts and reminders to ensure accurate data entry. Following this guide will help users efficiently and accurately create new projects in BuildFlow.

Create a New Project

File Management


                                 BuildFlow FAQS


CloseOut Process Walkthrough 

This guide provides step-by-step instructions on how to perform a file search across projects. It covers various search criteria such as file name, folder, project status, location, document type, file type, and discipline. The guide also explains how to view and annotate files, generate share links, and download files. This guide is useful for anyone who needs to efficiently search and manage files across multiple projects.

File Search Across Projects

Project Navigation Summary


Help Articles Table of Contents

This guide provides step-by-step instructions on how to navigate and utilize the RFI Q&A Workflows in BuildFlow. It covers everything from creating a new workflow to adding people and submitting the workflow. If you want to effectively manage RFIs and streamline communication in construction projects, this guide is a must-view.

RFI Q&A Workflows

Project Navigation User Guide

This guide provides step-by-step instructions on creating user groups in Buildflow. By following these instructions, users can easily create and manage different user groups, such as sales, account executives, and account managers, to streamline access and permissions within the platform.

Creating  User Groups 

This guide provides an overview of the home page navigation in BuildFlow, highlighting key features such as active and archived projects, ball in court items, favorite folders, share links, references, and additional BuildFlow services. It explains how to access and manage these features, making it a useful resource for users to navigate and utilize the various functions available on the home page.

Home Page Navigation

BuildFlow CloseOut: Streamlining Project Close-Out

This guide provides step-by-step instructions on how to set up and manage search tags in BuildFlow. It explains how to create new parent locations, add search tags, manage search tags, and set recommended settings for different types of search tags. Following this guide will help users effectively organize and categorize information for easier searching and retrieval.

Search Tags

This guide provides step-by-step instructions on how to add a new company to a specific platform. It covers various fields and dropdown options, allowing users to easily input information such as company name, industry, contact details, and more. Following this guide will help users efficiently add a new company to the platform.

Adding a New Company

This guide provides step-by-step instructions on how to upload and organize files on BuildFlow. It explains how to find the appropriate folder, add new folders, upload files, and notify project team members. The guide also highlights the importance of document management and the turnaround time for processing uploaded files. Viewing this guide will help users effectively navigate and utilize BuildFlow for file management purposes.

Uploading and Organizing Files on BuildFlow 

This guide provides essential steps for efficiently uploading and managing files for CloseOut items, ensuring a streamlined workflow without the risk of duplicate entries. It highlights the functionality of AI-assisted file retrieval and offers practical tips for file organization, such as avoiding large uploads for easier navigation. By following the outlined process, users can enhance their productivity and maintain a well-organized project documentation system. Accessing this guide will empower users to utilize the tools effectively and minimize potential errors in file management.

Uploading Files and Found Files to a CloseOut Item

This guide provides step-by-step instructions on how to add employees and reps to a BuildFlow account. It is useful for anyone who needs to manage and assign roles to project team members in the BuildFlow platform.

Adding Employees and Reps

This guide is essential for anyone looking to efficiently manage project completion through a structured CloseOut process. It offers clear instructions on navigating and utilizing checklists to monitor project statuses, access detailed CloseOut items, and export your checklist data for reporting purposes. By following this guide, users can ensure a thorough review and organization of their project’s final steps, enhancing productivity and clarity in the CloseOut phase.

CloseOut Checklist

This guide provides step-by-step instructions on how to use viewer markup tools or annotation tools. It covers various tools such as text highlighting, underlining, striking out, commenting, adding shapes, freehand drawing, inserting signatures, rubber stamps, images, callouts, and measuring tools. The guide emphasizes the importance of saving markups and provides tips for customization and accuracy. It is a comprehensive resource for anyone who wants to learn how to annotate and markup files effectively.

Viewer Markup Tools (Annotation Tools)

This guide provides step-by-step instructions for navigating the bidding process. It is a comprehensive resource that covers all the necessary steps, making it a valuable tool for anyone who needs guidance in bidding.

Bidding Navigation

This guide provides a comprehensive overview of viewer navigation options and controls, allowing users to easily navigate and interact with files. Whether you need to view files in a new window, right panel, or make use of various viewer controls like rotate, zoom, pan, and select, this guide covers it all. Additionally, it explains how to markup and measure files, search and comment, as well as access file details. This guide is essential for anyone looking to efficiently navigate and interact with files.

Viewer Navigation

This guide provides step-by-step instructions on how to create a Request for Information (RFI) using BuildFlow. It covers navigating to the RFI creation page, entering the RFI details, uploading attachments, linking project documents, submitting the RFI, and annotating drawings. If you need assistance in creating an RFI using BuildFlow, this guide will be helpful.

Creating an RFI

Helpscout

This guide provides step-by-step instructions on how to add CSI codes that require submittal items. By following these steps, users can easily navigate the process of adding CSI codes from project specifications and master lists, as well as editing and searching for specific codes. This guide is a valuable resource for anyone looking to efficiently manage and organize CSI codes in their projects.

Adding CSI Codes that Require Submittal Items

This guide provides step-by-step instructions on how to add contacts to a Buildflow account. It covers sorting companies by industry or name, searching for specific companies, filtering companies by search tags or expired qualifications, adding new companies to the global contacts list, managing company details and users, giving file permissions, selecting default points of contact, notifying users, modifying email subject lines, and adding users to the bidders list. Viewing this guide will help users effectively manage their contacts in Buildflow.

Adding Contacts to Project Directory

This guide provides a step-by-step tutorial on how to navigate through the submittals home page. It includes detailed instructions on which icons to click, making it easier for users to understand and follow along.

Submittals Home

This guide provides answers to frequently asked questions (FAQs) about Request for Information (RFI). It covers the basics of RFIs, their purpose, when to use them, and how to navigate the RFI process. If you want to understand RFIs better and learn how to effectively use them in your projects, this guide is a valuable resource.

RFI FAQs

This guide highlights the benefits of using BuildFlow's Project Management Software Solutions. It emphasizes the convenience of centralized project documentation, streamlined document workflows, optimized bidding processes, improved RFI management, faster submittal and closeout processes, and enhanced collaboration and efficiency. The guide also provides information on how to request tool activation and the role of Company Administrators in enabling or disabling solutions.

Managing Project Solutions

This guide explains how to use the Repro Request Only module, which allows authorized users to place orders without incurring Document Management charges. It provides step-by-step instructions for uploading files, selecting order recipients, editing the order if needed, and placing the order. The guide also mentions that users will receive an email confirmation after placing the order.

Repro Request Only

BuildFlow’s CAD File Management Software and Service can help companies improve collaboration, version control, and efficiency while reducing risk, ultimately leading to smoother and more successful projects. Management of CAD files is as seamless and precise as our renowned management of PDF files for drawings and specifications. This new solution ensures heightened control, real-time updates, and comprehensive version management for all your CAD files like never before.

CAD File Management

This guide provides step-by-step instructions on how to award a bid. It includes navigating to the relevant webpage, selecting the appropriate options, and adding the bidders to the Project Directory. Following this guide will help anyone easily and efficiently award a bid.

Awarding a Bid

This guide provides step-by-step instructions on how to close an RFI (Request for Information). It explains how to make any necessary changes to the answer distribution list and the suggested answer before approving and distributing it. It also outlines the process if the answer needs to be rejected and revised. This guide is helpful for anyone involved in managing and closing RFIs efficiently.

Closing an RFI

This guide provides step-by-step instructions on how to perform a file search within a project. It explains how to enter keywords, filter search results, view selected search criteria, remove search criteria, and refine the search if needed. It is a useful resource for anyone who wants to efficiently locate specific files within a project.

File Search

This guide provides step-by-step instructions on how to send Invitations to Bid on a project to bidders. By following the outlined steps, users can easily navigate the platform and resend invitations to ensure everyone receives the necessary information.

Sending Invitations to Bid

Efficiently manage, track, and communicate the status of submittals, promoting transparency and enhancing the overall efficiency of the review workflow for any size project. Streamline the submission and review process.

Submittals Overview

This guide provides step-by-step instructions on how to import bidders from a project. By following these instructions, users will be able to easily import bidders and streamline their project management process.

Importing Bidders from a Project

All of the projects that your company has access to are available from here. Your viewing experience is highly customizable and can be saved in multiple ways with Filters.

Project List Navigation

This guide provides step-by-step instructions on how to set up submittals in a project. It explains how to customize the review workflow, set due dates for submittals, assign roles to users, and manage email notifications. The guide also covers how to edit workflows, add CSI codes, and create a submittal log. By following this guide, users can efficiently and effectively manage the submittal process in their project.

Setting up Submittals

This guide provides a comprehensive overview of utilizing the CloseOut Log, highlighting its user-friendly features that enable efficient navigation and management of project items. With customizable filters, color-coded statuses, and AI-assisted file management, users can easily track progress and organize relevant documents without the hassle of duplicate entries. Additionally, the ability to link items and export logs enhances workflow efficiency and collaboration among team members. Viewing this guide will empower users to maximize their productivity and streamline their project closeout processes.

CloseOut Log

This guide provides step-by-step instructions on how to navigate and filter the submittal log. It includes detailed instructions on exporting data, searching for specific items, filtering by different categories, and viewing files and remarks. By following this guide, users can easily manage and organize their submittal log, saving time and improving efficiency.

Submittal Log Navigation and Filtering

This guide provides step-by-step instructions on how to add submittal items to a project. It explains the necessary access level required to add submittal items and walks you through the process of adding submittal types. It also demonstrates how to fill in relevant fields and submit the items for review. If you need to add submittal items to a project, this guide will help you navigate the process with ease.

Adding Submittal Items

This guide provides a straightforward method for efficiently removing documents from a designated folder within a specific platform. It simplifies the process into easy-to-follow steps, making it accessible for users of all skill levels. By following the instructions, users can quickly manage their documents and maintain organization in their digital workspace. Viewing this guide will empower users to take control of their document management with confidence.

How to Remove Documents from a Folder

This guide provides step-by-step instructions on how to answer an RFI (Request for Information). By following these steps, you will be able to navigate to the RFI, add your comment or suggested answer, and submit it for review. This guide is essential for anyone who needs to respond to RFIs in a structured and efficient manner.

Answering an RFI

This guide provides instructions on how to set up and manage review workflows for submittal items. It explains how to modify default review workflows, assign roles to users, manage email notifications, and duplicate workflows for different CSI codes. It is a helpful resource for anyone involved in the submittal review process, such as administrators, reviewers, and subcontractors.

Submittal Item Review Workflows

This guide provides a step-by-step process for issuing submittal items for review. It covers the specific actions to take in order to submit and review documents efficiently. By following this guide, users can ensure that the correct items are reviewed and submitted accurately.

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