Managing Documentation
Resources to help you manage documentation during the procurement phase
17 articles
How to Upload and Share Scopes of Work With Subbies
How to Use the Document Matrix
The Document Matrix allows you to organise your documents into packages, check out this guide to learn how
Managing projects with an NDA
How to manage projects that require a non-disclosure agreement
Notifying All Subcontractors of a Revision Even if They Haven't Downloaded Documents
How to notify all subbies of a revision
Managing Your Documents on E1
An overview of the different document management functions on your procurement phase project
How to Revise Documents in the Procurement Phase
Learn how to use the Addendum Wizard and notify subbies of revisions
How to Prepare Your Documents for Uploading to E1
This article shows you how to prepare your documents before uploading them to E1
How to Notify Awarded Subcontractors About Package Changes or Revisions
Procore Guides
Resources to help you connect and manage your Procore Integration
Procore Guides
Resources to help you connect and manage your Procore Integration
How to Connect and Import Documents from Procore - Procurement Phase
How to bring your documents over if you are using Procore
Handing Over Tenders to Procore
How to handover documents and quotes from E1 to Procore
How to Set Up Your E1 & Procore Integration Video
Video guide to setting up the E1 and Procore Integration
How to Make Changes to the Files You Sync From Procore to E1
Giving Procore Permission to Connect to E1
Procore must have permission to connect to integrate with E1, this guide shows you how.
Procore Installation and Setup Guides
How to integrate Procore with E1
Issuing a Revision With the Procore Integration
Managing Documentation Video Guides
Videos guides to assist with managing documentation during the procurement phase
Managing Documentation Video Guides
Videos guides to assist with managing documentation during the procurement phase
