Document Management Roll Out

Document Management Roll Out

This article provides a quick summary to links and information on document control, tendering and communication to Commnia.

The following links below will be referenced from the Commnia Knowledge Base.

Getting Started

  1. How to Log In and Select Your Project
  2. How to set up your signature in Commnia
  3. iPhone Download Link
  4. Android Download Link

Commnia Drive

  1. The Commnia Drive

Contracts and Groups

  1. Create a New Contact | User Account
  2. How to change user permissions in Commnia
  3. Edit Company Contacts
  4. Global Contact List
  5. Project Contact List
  6. View and Update Contacts for Trade Groups
  7. Add Users to your Project

Document Register
     
     General
  1. The Document Register Overview
  2. Upload Documents to Commnia Document Register
  3. Create Simple Tender Email in Commnia
  4. Alternative document register layout
     Approved Vs Pending Documents
  1. How to Attach Pending Documents to an Email
  2. How to Accept | Approve Documents in the Register
     Downloading Documents
  1. Download Documents from an Email
  2. How to Download Selected Documents from the Document Register
     Packages
  1. How to Access Document Packages
  2. How to Create Document Packages
     Edit Documents
  1. Edit Document Details in Document Register
  2. How to Mass Edit Document Details in Commnia Document Register
     Document History
  1. History of Documents Sent by Email
  2. History of Documents Sent to Company
  3. How to View the History of a Document
     Markups
  1. Create and Attach Markup Drawings via Email, RFI & Defect
  2. How to Add Markups and Comments - Multiple Users for Collaboration

Forms

  1. Create a New Smart Form Template
  2. How to Edit a Commnia Smart Form
  3. Smart Form Register / Submissions
  4. How to Share and Grant Access to Smart Forms with your Team
  5. How to Send | Distribute Forms via Smart Forms Library
  6. Updated Commnia Forms Features 2022
  7. How to Edit User Access to Commnia Smart Forms

Project Inbox

     Inbox Setup
  1. Commnia Inbox | Overview 
  2. Overview of Inbox Categories
  3. How to Use Commnia Email via Outlook Plugin
  4. Create Custom Inbox Description Templates
  5. Standard Clause Template - Create and Edit
     Inbox Workflow
  1. How to Reply to Commnia Email from Outlook Inbox or Other Mail Provider
  2. How to Resend Email to All or Certain Recipients
  3. How to Give Users Access to Create Correspondence
  4. Create New Inbox Category (Folder)
  5. How to Create and Send RFI's
  6. New Transmittal | Email
Tendering

  1. Create Simple Tender Email in Commnia
  2. New Tender Packages | SmartGrid | Grid Rules | Tender Automation
  3. How do I send an email to subcontractors based on their Tender Status
  4. Tender Manager
  5. How to send Tender Addendums

Procurement

  1. Award Tender



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