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.
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.
Plans
Upload, organize, and interpret plan sets, revisions, and drawings.
Admin Console
Set up your organization, manage users, and define platform defaults.