Table of Contents

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In this setup task you’ll get the template tailored to your firm, incorporate your firm’s branding and make any other customizations prior to deploying to your firm at large.

Take your time to make sure you’ve made all the setups and customizations you’d like prior to duplicating for individual projects.

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How-To Video

https://youtu.be/wCI8M0Answ0

Checklist

Apply Branding

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This next step may feel tedious but once complete EVERY C.A. document for EVERY project copy that you create will be branded to your firm.

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• [ ] Click the Communications drop down and then the drop down next to “New” so that you can access project document templates.

• [ ] Starting with Digital Transmittal click on the ellipses to the right of the template name and then Edit:

  • At the top of the page hover over the cover and click on “Change cover”:

  

  • Then click over to upload and navigate to the header image that you created in the Firm Branding step.

  

• [ ] Repeat the same process for the following templates:

  • [ ] Quick File Transmittal
  • [ ] Digital File Waiver

• [ ] Repeat the same process for the following templates found in the “Issued Documents” Template:

• [ ] Starting with BULLETIN #_ under “Issued Documents” you’ll do a similar process as above but because these are documents designed to be exported to pdf (without database info cluttering the document) you’ll need to first click into the nested page:

  

  • [ ] Then hover over the page cover and click “Change cover”, but this time you’ll want to upload your simplified letterhead image.
  • [ ] Repeat the same process for the following templates:
    • [ ] ASI #_
    • [ ] PROPOSAL REQUEST #_
    • [ ] CONSTRUCTION CHANGE DIRECTIVE #_

Revise Form Language

• [ ] The standard language found at the top of the Bulletin, ASI, PR and CCD forms is similar to what is included in the standard AIA documents (but not the same of course…no copyright infringements here), and is thus a good starting point. You may want to revise the language to your firm standard language, however.
  • [ ] BULLETIN #_
  • [ ] ASI #_
  • [ ] PROPOSAL REQUEST #_
  • [ ] CONSTRUCTION CHANGE DIRECTIVE #_

Other Customizations

• [ ] Be sure to also revised the language in the C.A. Scope Of Services and Exterior Finish Selections pages to better fit your firm’s standards and workflows.