Docs
Introduction to Docs
Introduction to BuildBase Docs The Docs application allows for quick upload and storage of the documents and images that are crucial to any organization’s process. This Guide Includes: Overview of th…
Uploading a Document
After navigating to the job that you want to upload a document to, click the Create New Document under the document list The upload document popup will appear, fill in the manditory fields marked wit…
Configuring Categories and Types
This guide contains: Overview of Document Categories and Types. Best practices for designing Categories and Types. How to create Categories and Types. How to add permissions/ Uniformat/Classification…
Bulk Permission Assignment
As seen in a previous training guide, document type permissions may be setup one at a time for each document type. In this guide, we will learn how the Bulk Permissions application allows us to set p…
