Showing and Hiding the Document Wizard

The Document Management Wizard is designed to link your contacts and projects with your ConstructionSuite documents, so you spend less time entering names, addresses, and other essential information. By default, the Document Management Wizard will appear every time you open a contract, form, report, or other document.

Show or hide the Document Management Wizard

1. In an open document, click the Options button on the File Tab in the top toolbar.

2. On the Document Wizard tab, use the checkbox next to Enable Document Management Wizard to turn the feature on or off. If the box is unchecked, the Document Management Wizard will not appear when you open a ConstructionSuite document.

3. Click OK when done.