Using the Document Management Wizard

When you open any new ConstructionSuite document, the Document Management Wizard will launch, making it easy to import contact and project information directly into your contracts, forms, and reports. You can also automatically add a letterhead graphic and easily create correspondence documents such as Transmittals, Fax cover sheets, Envelopes, and Memos.

& NOTE: You can launch the Document Management Wizard any time a document is open. To access the wizard, click the Document Information button on the Document Management Toolbar.

  1. Select contact.

Click the button next to the contact selector box to designate a contact for your document.

To use an existing contact from your database, use the pop up menu to select the contact name.

To create a new contact, click New. The Contact Quick Add form will open. You can enter Name and Email information, Phone Numbers, and an Address for the contact.

To edit a contact, select a contact name from the pop up menu and click Edit. The Edit Contact form will open. You can edit a variety of information related to the contact from this window. Use the buttons on the left or the tabs at the bottom of the screen to navigate the form.

  1. Select project.

Click the button next to the project selector box to designate a project for your document.  Selecting a project links the contract to your central database and ensures proper file management.

To use an existing project, use the pop up menu to select the project name. To view the project folder, click the folder button. For more information, see Selecting a Project.

To create a new project, click New. 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.

To edit an existing project, select a project from the pop up menu and click Edit. The Edit Project form will open. You can edit Project Information, Lender Information, Additional Information, and Project Dimensions. For more information, see Editing a 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.

  1. Insert letterhead graphic

Check the box next to Insert Letterhead Graphic if you would like to include your company letterhead in the document. 

Click the Options... link and select the Letterhead tab to designate how you would like Document Management to handle the letterhead graphic for each document.  

& NOTE: You can customize the letterhead graphic by using the Letterhead drop-down menu on the Document Management Toolbar.

  1. Select additional documents

You can 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

& NOTE: You can permanently modify any of the Additional Document Templates by using the Templates drop-down menu on the Document Management Toolbar.