The UDA Specifications Wizard provides a convenient way to view, select, and edit specifications for a project. When you have completed the wizard, your customized specifications document will open in Microsoft Word, so it's easy to make any final changes to fit your project needs.
Launch the Specifications Wizard
If you have not already done so, open ConstructionSuite by clicking the desktop icon or by going to Start > Programs > UDA Technologies > UDA ConstructionSuite.
Click the Contracts tab.
Click the Documents folder in the left sidebar.
Click the Specifications folder.
Double-click on Specifications Wizard.
Use the drop-down menu to select a template on which to base your spec book.
& NOTE: If you have created a custom wizard template before, you can rename or delete the template using the buttons on the screen.
Select who the document is for.
To use an existing contact from your database, use the contact selector button to choose a contact from your database.
To create a new contact, click New Contact. The Contact Quick Add form will open. You can enter Name and Email information, Phone Numbers, and an Address for the contact.
Select a project for the spec book. Selecting a project links the document to your central database and ensures proper file management.
To use an existing project, use the project selector button to designate a project. For more information, see Selecting a Project.
To create a new project, click New Project. The Project Quick Add form will open. You can enter Project Information, Project Details, and Contact Information. Click the More button to access the complete Edit Project form. For more information, see Creating a New Project.
& NOTE: If you entered Company Information in the Initial Configuration wizard (after installing ConstructionSuite), your company information will be automatically imported into the document.
Select Insert Letterhead Graphic if you would like to include your company letterhead in the document.
Click the Options link to designate how you would like Document Management to handle the Tip of the Day, Document Wizard, Letterhead graphic, Activities, Styles, and AutoSave.
& NOTE: You can customize the letterhead graphic by using the Letterhead drop-down menu on the Document Management Toolbar.
Select additional documents such as transmittals or memos to supplement your client correspondence. Additional documents will automatically include the contact, project, and company information where appropriate. Edit the documents to fit your project needs.
Transmittal: a list of the documents included in your correspondence that enables you to indicate the status of the documents, such as Approved or For Your Approval
Fax: a professional fax cover sheet document
Envelope: a document you can use for printing a business letter size envelope
Memo: a professional memo document
Preview and select specifications.
Use the list in the left column to navigate between the Divisions. A list of categories for each division will be listed in the Level window.
Specifications that are checked in the Level window will be included in your project.
Preview and edit individual specifications by clicking on the name in the Level window and editing the text below. UDA identifies information specific to each project by formatting the text in blue. Revise this text to meet your project needs. You can also edit and format the specifications document once you have completed the wizard.
Continue previewing, selecting, and editing individual specifications using the Division and Level windows.
Select Include Table of Contents if desired (recommended). A table of contents will make it easier to navigate the specifications document, which can often range from 20 to 100 pages. For more information see Using Automatic Table of Contents.
Save Selection Set to save the changes you made to the specifications text for quickly creating future spec books.
If you started with a default template, you will only be able to save your changes as a new template. To do this, check the box next to Save as New Template and type a descriptive name for the template in the text box.
If you started from a custom template, you can select either Save as Current Template or Save as New Template. If you are creating a new template, type a descriptive name for the template in the text box.
If you do not save your selections, only the text from the original template will be available the next time you open the wizard.
Click Finish to launch the specifications document in UDA OnPoint.