The Grid rules are a set of instructions that work with Commnia's SmartGrid to help you automate and send of documents faster and to the right people using intelligent automation.
You can populate the documents and the recipients with the SmartGrid and send the results with Transmittals, Tenders and other Correspondence.
Navigate to the menu bar icon and click Grid Rules under Operations.
You can set up SmartGrid with predefined rules for the system to automatically allocate Documents with Contacts/User Groups.
Please refer to the following fields:
Selecting the document criteria
The rules involve selecting a prefix - If the discipline is Architectural, the Document Type is drawings and the User Groups is the Subcontractors & Design Team any drawings added will automatically be allocated to the subcontractors and design team.
Once you complete the setup for the Grid, you can proceed with applying the rules to your project. You and your team can use the Grid Rules for creating Transmittal, Tenders, Addendum or any other correspondence.