Knowledge Base Articles
Find step-by-step answers and quick How-Tos at your fingertips
73 articles
Projects
Learn how to create, manage, and organize projects from start to finish.
Project Tab Overview
Create and Edit Projects
What Are Rooms, Spaces, Areas, & Locations
Add Rooms, Spaces, & Locations from the Schedule
Create Rooms from Plans & Books
Editing Rooms & Spaces
What are Items & Item IDs?
Comment and RFIs
Manage Project Settings
Project Catalog
Project Summary Tab
Stakeholders
Books
Build, edit, and export design books for clear client communication.
The Books Tab Overview
Create a Design Book
Create A Room-by-Room
Create An Installation Book
Create A Procurement Book
Create an Item Schedule Book
Add, Move, Delete, and Duplicate Pages
Add Design Selections (Items IDs, Locations & Items)
Adding an Image to a Design Book
Item Boxes
Remove Or Replace Items
Create and Edit Text Boxes
Dynamic Fields
Add Design Elements (Shapes & Lines)
Viewing the Item Schedule in Books
Create a PDF
Share Your Book
The Documents Tab Overview
Schedules & Item IDs
Build, edit, and export item schedules with connected product details.
Add Rooms, Spaces & Locations From The Schedule
Add Item IDs, Items, and Assign Locations
Save an Item Schedule Template
Deleting Item IDs, Items, and Locations
Replace an Item
Supplier and Installer Details
Specifications & Options
Dependent Items
View Item Options
Add an Alternative Item or Part
Add Technical Documentation to Items
Save Items to Lists
Add Notes to Item Schedule
Item Schedule Filtering
Export the Item Schedule
Track Changes
Catalog
Search, save, and manage product selections from millions of catalog items.
Install the Clipp’d Chrome Extension
Add Items to the Catalog
Search the Catalog
Add Specs & Options using the Clipp’d Chrome Extension
Add/Remove Specs to Lists
Edit or Delete Catalog Items
Images Tab Overview
Add Images
Add Tags to an Image
Remove Image Background
Plans
Upload, organize, and interpret plan sets, revisions, and drawings.
Plans Tab Overview
Uploading Plans
Update or Hide Pages
Manage Plan Versions
Set/Reset Plan Scale
Measure on Plan
Snippet Tool
Add Item IDs from Plans
Download Plan Sets
Admin Console
Set up your organization, manage users, and define platform defaults.
Edit Company Info and Logo
Manage Offices & Users
Org Settings
User Account Settings
Add Themes to Org
Create a Book Layout
Create Item Box Templates
Grant Support Access