SOFTWARE HELP. Copyright. AIA Contract Documents: Software Help

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "SOFTWARE HELP. Copyright. AIA Contract Documents: Software Help"

Transcription

1 SOFTWARE HELP Copyright AIA Contract Documents: Software Help First published October 2003, Second edition September 2004, Third edition December 2005, Fourth edition November 2006, Fifth edition April 2007, Sixth edition October 2007, Seventh edition February 2009, Eighth edition July 2009, Ninth edition October 2009, Tenth edition December 2009, Eleventh edition May 2010, Twelfth edition September 2010, Thirteenth edition November 2011, Fourteenth edition June 2013, Fifteenth edition June 2014, Sixteenth edition October 2015

2 by The American Institute of Architects 1735 New York Avenue, NW Washington, DC , 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2013, 2014, 2015 The American Institute of Architects All rights reserved This publication is protected under U.S. and international copyright laws. No part of this publication may be reproduced or transmitted in any form or by any means (including photocopying, recording, or by any information storage and retrieval system) without the prior permission in writing of the publisher, or as expressly permitted by law. If, however, your only means of access is electronic, permission to print one (1) copy is hereby granted. Disclaimer The information contained in this guide is subject to change without notice. Every effort has been made to ensure the accuracy and quality of these materials, and the publisher can assume no responsibility for any errors or their consequences. Trademarks "The American Institute of Architects ", "AIA ", the AIA logo and emblem, "AIA Contract Documents ", and "AIA Contract Documents software" are registered and unregistered trademarks of The American Institute of Architects. "Korbitec " and "GhostFill " are registered trademarks or trademarks of Korbitec Holdings (Pty) Ltd. Other product and company names mentioned in this publication may be the trademarks of their respective owners. Page 2 of 164

3 Table of Contents Table of Contents 3 1 Introduction 9 2 Installation and activation Before you install System requirements Important instructions Installation Installing AIA Contract Documents software Accepting the AIA-signed macro Choosing your software license Docs 300 License Annual Unlimited License Multiseat License Purchasing your software license Purchase online Purchase by telephone Purchase by fax Activating the software Online activation Offline activation License Renewal Process Move the software to another computer Update your software Uninstall the software 42 3 What is AIA Contract Documents software? What you see on your desktop Menu bar 45 Page 3 of 164

4 3.1.2 Home tab Projects tab Templates tab Contacts tab Help tab The AIA toolbars The AIA General toolbar The AIA Track Changes toolbar The AIA Data Dialog toolbar The AIA Spreadsheet toolbar 62 4 Prepare a document step-by-step 64 5 Projects Create a project Name the project Enter project data Enter project information Provide contract details Create the project team Maintain project data View project data and documents Edit project data Manage projects Create a new sub-folder Rename a project Delete a project Import a file View project data summary Archive a project Activate an archived project Locate projects and documents Copy projects and documents 79 Page 4 of 164

5 5.4 Project locations Default project location Change the default project location Create a project in another location 83 6 Documents Types of documents Drafts Final documents Create a draft document Edit a draft document Edit a Microsoft Word document Complete a Microsoft Word form Complete a Microsoft Excel document Working with data in a Microsoft Word document Document data fields Entering information into data fields Navigating between data fields The Data Dialog Using the Data Dialog The different Data Dialog fields Synchronizing Project Data Display options for Data Dialog Check variances Variance check a document Understanding how the Variance Checker works Font effects, punctuation and case Inserted spaces, graphics and FillPoint text Edits to text in paragraphs Edits to tables Tips on using the Variance Checker Showing paragraph marks in Word documents 109 Page 5 of 164

6 6.6.2 Working with paragraphs Working with tables Collaborate with clients and colleagues Create a collaboration version a document Generate a Final Print a document Manage documents Locate a document Copy or move a document Rename a document Subcontract Variation documents Accessing the Subcontractor Variation documents Document-specific edits Templates Create a custom template Create a custom template from a standard template Create a custom template from a draft Create a draft from a custom template Add a template to Favorites Change the default storage location of custom templates Share custom templates Contacts Create a new contact Add contact to project team Remove contact from your project team View or edit a contact Delete a contact Other features of AIA Contract Documents software Convert Version 3.0 Data Convert an EF 3.0 document to PDF 144 Page 6 of 164

7 9.3 Change program options Paths tab Data Dialog tab Drafts tab Finals tab General tab Create a project manual Getting help Help Software Help Documents Help General Documents Help Document Specific Help Knowledge Base View tutorial Additional online resources Contacting Documents Support and Software Support 163 Page 7 of 164

8

9 1 Introduction The purpose of this Software Help is to introduce you to AIA Contract Documents software and show you, step-by-step, how to create, share, and manage contract documents. Follow the diagrams and simple instructions, and you will soon feel at ease with the user-friendly AIA Contract Documents software. Page 9 of 164

10 2 Installation and activation This section explains how to install and activate the AIA Contract Documents software. It details system requirements and other information you need before you install, provides instructions for installing the software and purchasing a license, tells you how to activate the software, how you can move the software to a different computer, how to update your software and finally, how to uninstall the software. 2.1 Before you install 2.2 Installation 2.3 Choosing your software license 2.4 Purchasing your software license 2.5 Activating the software 2.6 Move the software to another computer 2.7 Update your software 2.8 Uninstall the software 2.1 Before you install Before you install AIA Contract Documents, take a moment to check your system requirements and review some important instructions. See System requirements and Important instructions System requirements Please ensure that your system meets the following requirements before installation: Page 10 of 164

11 Microsoft Windows Vista (32 and 64-bit), Windows 7 (32 and 64-bit), Windows 8 (32 and 64-bit), Windows 8.1 (32 and 64-bit) or Windows 10 (32 and 64-bit) operating systems (all with the latest service packs) Microsoft Word 2007, 2010 or 2013 (all with the latest service packs) Microsoft Excel 2007, 2010 or 2013 (all with the latest service packs) Microsoft.NET Framework version 2.0 Adobe Acrobat Reader 8.2 or higher Minimum RAM requirements 1 GB Minimum 180 MB disc drive space Internet Explorer version 9 or higher AIA Contract Documents software does not support the Macintosh platform Important instructions Before installing the software on your computer, please note the following important instructions: The computer onto which you load the software must satisfy the minimum system requirements detailed above. AIA Contract Documents software is reliant on Microsoft s.net Framework version 2.0. If you are running Windows Vista, you are likely to have this installed already. You may also have it if other software you use requires it. If you do not have it installed, the setup program will prompt you to do so and direct you to the Microsoft Web site. You cannot install the AIA Contract Documents software program files on a network or terminal server, a peer-to-peer network, or a network drive. The program files must be installed on the local hard drive of each user's individual computer. AIA Contract Documents software is hardware-specific. Install the software on the computer on which the program will be used. AIA Contract Documents software must be installed by an Administrator. Standard users on Windows Vista, Windows 7 and Windows 8 can operate the software. AIA Contract Documents software will install two separate components: AIA Contract Documents and NovaPDF. You will also see a new NovaPDF entry in your list of available printers. These components are required to operate AIA Contract Documents software. 2.2 Installation Page 11 of 164

12 Follow these step-by-step instructions to install the AIA Contract Documents software Installing AIA Contract Documents software Accepting the AIA-signed macro Installing AIA Contract Documents software Before you begin the install: Make sure you are logged on as a Local Administrator. Close all other programs. If running, Microsoft Word and Microsoft Outlook may interfere with the installation. Your installation of AIA Contract Documents software will add three toolbars to your Microsoft Word program and one toolbar to your Microsoft Excel program. You may also need to temporarily re-configure your anti-virus software to allow the installation of AIA Contract Documents software; only make a change if prompted. Make sure that you undo any changes after completing installation of the AIA Contract Documents software. Launch the installation file. If the file is on CD: 1. Insert the CD into your CD drive. 2. Wait for the Autorun feature, or click on [cd drive]:\setup.exe. 3. Go to step 2 below. If you downloaded the installation file to your PC: 1. Navigate to the folder where you saved the file (if you don't remember the location, search for AIAContractDocuments.exe). 2. An installation requirements test is performed to make sure your system will support AIA Contract Documents software; press Continue. Page 12 of 164

13 Please note: If your system does not meet the minimum requirements, you will need to upgrade it accordingly. 3. Some users at this juncture may be asked to download the latest version of the Microsoft.NET framework. If prompted to download.net, follow the instructions below. If not, please go to Step If you need the latest version of Microsoft's.NET framework, you will be prompted with the following dialog. Click Yes. Note: You will need to be online. 3.2 Click the Download button on the Microsoft Web page. Page 13 of 164

14 3.3 Click Run to download the software. 3.4 Click Run to install the.net framework. 3.5 Select I accept the terms of the licensing agreement. Click Install. Page 14 of 164

15 3.6 Installation will take a few minutes. You will receive a confirmation dialog. Click Finish. Important note: Once the.net Framework installation has been completed, please return to the AIA installation file that you downloaded and proceed to step 4 below. 4. Double click the AIAContractDocuments.exe file that you downloaded and click Next. Page 15 of 164

16 5. Review the End-User License Agreement. If you agree with the terms of the End-User License Agreement, select the I accept the terms of the license agreement option and then click Next. If you do not accept these terms you will not be able to continue with the software installation. 6. Choose Typical or Custom installation. AIA recommends Typical installation. Click Next. Page 16 of 164

17 Advanced users are those who want to specify the location where the software installs the various program components. 7. Click Install. Page 17 of 164

18 8. When the installation is complete, keep the Launch the program option selected and click Finish. 9. The Convert Version 3 Data prompt alerts you to the conversion that is performed at first launch of the software; click OK. 10. The result of the data conversion will be summarized at the completion of the conversion process. Page 18 of 164

19 Note: Automatic conversion of your data is only performed when upgrading from version 3 to version 4 of AIA Contract Documents software Accepting the AIA-signed macro On the first launch of Microsoft Word after installation of AIA Contract Documents software, you may see a dialog that asks you to accept an AIA-signed macro. You will need to accept this macro in order to gain access to all the functions of AIA Contract Documents software. Office 2007 users will see the following: Page 19 of 164

20 To accept the AIA-signed macro: 1. Select the Trust all documents from this publisher check box. 2. Click Ok.. If you want to see more information about the AIA-signed macro, click on Open the Trust Center. Office 2010 users will see the following: 1. The following Security Warning might appear at the top of the document: Page 20 of 164

21 2. To stop it from appearing go to the Trust Center Settings (by clicking File, Options,Trust Center) and tick the following option: Office 2013 users will see the following: 1. Select the Trust all documents from this publisher check box. 2. Click Ok Choosing your software license AIA Contract Documents software will not operate until you have purchased a license and activated the software. Page 21 of 164

22 Three license options are available: Docs 300 License Annual Unlimited License Multiseat License Docs 300 License The Docs 300 License includes the same AIA Contract Documents as all other licenses, but is provided for those who use AIA Contract Documents infrequently. The Docs 300 License creates a document unit (DU) account with 300 DUs. The software license and all unused DUs expire one year from the date of purchase, or when the DUs are all used, whichever occurs first. Each contract document is assigned a specific DU value, from 5 DUs for forms to 25 DUs for prime agreements. As you generate final documents, the associated DU value is subtracted from the total in your DU account. The DU value is subtracted only when you generate a final document. You may generate as many draft documents or print as many draft and final documents as you desire without affecting your DU balance. You cannot purchase additional DUs during your license period. Should you run out of DUs, you will need to purchase another Docs 300 License. When purchasing a new Docs 300 License, you may carry over up to 50 DUs. To determine how many DUs remain in your account, select the License Wizard option under Help on the menu bar. This screen also provides you with your Profile Number and the number of days before your license expires. Page 22 of 164

23 Please go to to view additional details on your Docs 300 License, and to access the DU Pricelist, which shows the DU values assigned to each document Annual Unlimited License Annual Unlimited License holders have unlimited access to AIA Contract Documents. Annual Unlimited License holders may access and generate as many documents as desired, as often as desired, for a full year Multiseat License Page 23 of 164

24 Large firms, particularly those with multiple offices, may find it advantageous to purchase a Multiseat License. This license can be characterized as a bundle of Annual Unlimited Licenses priced on a sliding scale. 2.4 Purchasing your software license After successfully installing the new AIA Contract Documents software, the License Wizard will launch and walk you through the purchase and activation steps. Click Next to access the purchase and activation screens. You can purchase a license for AIA Contract Documents software by using one of the following three methods: online, by telephone or by fax Purchase online Purchase by telephone Purchase by fax Purchase online The online option will redirect you to the AIA Contract Documents web site where you can purchase your software license. After you have purchased a license, an order number and password is provided onscreen, and in a confirmation , that you can use to activate the software. Page 24 of 164

25 2.4.2 Purchase by telephone Please call Our Customer Support Representatives will walk you through the purchase process and answer any questions you may have. After you have purchased your license, you will be given an order number and password that you can use to activate your software Purchase by fax The fax option launches a dialog that will collect your information and generate a PDF document that can be completed and faxed to AIA Customer Support. After you have purchased your license, you will be sent an order number and password that you can use to activate your software. Page 25 of 164

26 2.5 Activating the software Before you can activate AIA Contract Documents software, you must purchase a license (see 2.4 Purchasing your software license for more information). Go to After you purchase a license, you will be given an order number and password that you will use to activate your AIA Contract Documents software. Note: Activation is done per computer, not per user, so that anyone logging on to a computer with a licensed version of AIA Contract Documents software will have access to the software Online activation Offline activation Online activation After you have purchased your license, you can take advantage of AIA's automated Web-based activation process. 1. Make sure your computer is connected to the Internet. 2. Under Help on the menu bar, select License Wizard. 3. In the License Wizard that appears, click Next. Page 26 of 164

27 4. Choose to activate the software, and then click Next. Page 27 of 164

28 5. On the next screen, you are prompted to choose between Online Activation and Offline Activation: Page 28 of 164

29 6. On the Online Activation screen, provide the following information: Order number Password First name Last name address Page 29 of 164

30 7. Click Next. Wait while the AIA Contract Documents software confirms and automatically activates your software. 8. You will see a screen confirming the successful completion of the transaction. Note: It is a good idea to retain a copy of your order number and password for your records. You will need this order number when communicating with AIA Customer Support and Technical Support Representatives. Your order number is also displayed on the Home Page of the software Offline activation Please call Our Customer Support Representatives will send you a file that you can use to activate your software (via or US mail): Page 30 of 164

31 Note: Please be ready to provide your order information when contacting Customer Support. 2.6 License Renewal Process AIA's license renewal process has been integrated into the application for greater automation. Users with existing singleseat licenses are now able to renew and activate them through the software. The renewal process allows you to choose from a set of applicable renewal options, and complete the purchase via credit card within the application. The software is then immediately activated. Note: Users with multi-seat licenses are exempt from the integrated renewal process, and will be redirected to the AIA website. Page 31 of 164

32 1. Make sure that your computer is connected to the Internet. To initiate the license renewal process, click Renew on the software?s home page, or launch the License Wizard from the Help Menu: If your software license has already expired, the renew prompt will display automatically the next time the software is launched. Page 32 of 164

33 2. The wizard will open, showing your current license status. To continue click Next. Page 33 of 164

34 3. The License Wizard allows you to select from a number of licensing options. Choose Renew My License: 4. The software will display a list of available licensing options and the price of each option. Choose the license you wish to order and click Next: Page 34 of 164

35 5. If you have a promotional code, check the box and enter the code in the field that appears. Click Apply Code. The licensing options will refresh to indicate any discounts. Choose the desired option and click Next. 6. Fill in your credit card details and click Next: Page 35 of 164

36 Page 36 of 164

37 7. Confirm your order details before proceeding. Should you need to edit your information, select the Back button. When you have confirmed that your order details are correct, select Renew. Page 37 of 164

38 8. A confirmation screen will show with the details of your renewal order. Click Close to finish the transaction: 2.7 Move the software to another computer Moving the AIA Contract Documents software to another computer requires you to deactivate the software on the original computer, and install and activate the software on the new computer. Follow these steps: 1. Install the AIA Contract Documents software on the new computer following the instructions detailed in 2.2 Installation. 2. Move your project data and documents to the new computer. 3. Deactivate the software on the original computer (see instructions below). 4. Activate the software on the new computer following the instructions set out in 2.5 Activating the software. You will need to have your existing order number and password to activate the software on the new computer. Whether your purchase Page 38 of 164

39 was made online or by phone or fax, you received your order number and password in a confirmation message from or To deactivate the software on the original computer, follow these steps: 1. On the software desktop in the original computer, select the License Wizard option under Help on the menu bar. In the License Information dialog that displays, click Next. On the Activate, Purchase or Move dialog select the option to Move the License to Another Computer. Click Next. 2. The Move License dialog is displayed. Click Deactivate. 3. The software will notify you that it has been deactivated. Click OK. Note: If the software is unavailable for deactivation, please contact AIA Technical Support. Page 39 of 164

40 Note: If the licensing server is unavailable, the following error message will display. Please contact AIA Technical Support for help in moving your software to another computer. 2.8 Update your software New AIA Contract Documents are issued and existing AIA Contract Documents are updated on a regular basis. AIA Contract Documents software is therefore also updated on a regular basis to ensure that all users have access to all the latest AIA Contract Documents, as well as to any software enhancements or service packs. The AIA sends an to each software license holder when a software update is issued. You can also verify the latest updates by either using the Check for free update link found on the software Home page or by going to directly. To determine if you have the latest version of the software installed, start by finding your current version number. This information can be accessed in one of two ways: 1. Open your AIA Contract Documents software and check the software and license details on the Home page. Page 40 of 164

41 2. Go to Help > About on the menu bar in the software. Page 41 of 164

42 Once you have determined your software version number, please visit the AIA Contract Documents update page. This page can be accessed by clicking on the Check for free update link found on the software Home page, or by browsing to the following link: If your version and the current version do not match, follow the instructions to download and install the software updates. 2.9 Uninstall the software To uninstall AIA Contract Documents software: 1. On the Start menu, click Control Panel. 2. Double-click Add or Remove Programs. 3. Select AIA Contract Documents. 4. Click Remove. AIA Contract Documents software is now uninstalled from your computer. You may also wish to remove the NovaPDF software. To remove NovaPDF software: 1. On the Start menu, click Control Panel. 2. Double-click Add or Remove Programs. 3. Select novapdf. 4. Click Remove. NovaPDF software is now uninstalled from your computer. Page 42 of 164

43 3 What is AIA Contract Documents software? AIA Contract Documents software is a document automation tool that allows you to manage your project data and generate contract documents. The software has an easy-to-use Windows interface, with a menu bar, home page, tabs, navigation pane, and right-click menu options to access commands. Your project data, templates and global contacts are organized in tabs. You can access the software from the AIA Contract Documents icon on your desktop or from your Program menu. 3.1 What you see on your desktop 3.2 The AIA toolbars 3.1 What you see on your desktop AIA Contract Documents software is project-centric. This means that information and documents are created and stored by project. Completed projects can be archived to make your list of active projects more manageable, but archived projects are still accessible. When you open the software, this is what you see: Page 43 of 164

44 Page 44 of 164

45 Each of these sections is explained in more detail in: Menu bar Home tab Projects tab Templates tab Contacts tab Help tab Menu bar The menu bar at the top of your screen contains five drop-down menus. The following tables list each menu item and its available commands: File Menu Command Function Page 45 of 164

46 New Link to Existing Project Create Project Manual Customize Template Open Open in Explorer Import File Send Print Check Variances Generate Final Add to Favorites Activate Project Archive Project Close Creates a new project Links item to an existing project Creates a collection of ACD PDF files into a single manual Opens the selected template in word so that you can customize it Opens the item selected in the tab Opens Windows Explorer, displaying the selected project folder Imports existing files into your projects Allows you to the selected document Prints the selected document Compares your document to the AIA original Generates a final version of a draft document Adds the selected template to the Favorites tab Re-activate an ACD project which has been archived Archive an ACD project which is no longer in use or 'active' Closes AIA Contract Documents software Edit Menu Command Function Copy Paste Copies the selected item Pastes the selected item View Menu Command Function Page 46 of 164

47 Data Summary Refresh F5 View a summary of the Project data Refreshes the list to reflect updates Tools Menu Options Convert Version 3 Data Command Function Provides access to options and settings Migrates Version 3 data Help Menu Command Function Software Help General Documents Help Document Specific Help Knowledge Base View Tutorial Software Support Document Support Technical Support Opens the HTML help which also has the functionality of allowing you to print a PDF of the content Opens the Home Page of the document specific help for the AIA templates Opens the document specific help for the selected template (in Templates view) Connect to the Internet and view a list of frequently asked questions and answers View an animated demo of software features and functionality Opens an addressed to Technical Support Opens an addressed to Document Support Opens an information box with your order and profile number, and providing the contact telephone number and address of Technical Support Page 47 of 164

48 License Wizard DU Price List AIA Web Site About Opens the License Wizard Opens a webpage containing the DU price list Opens the AIA website Details about the current version of the website Note: Software commands are context-sensitive; selected commands are made available depending upon your location within the software Home tab The Home tab provides you with quick and easy access to recently accessed documents and templates, as well as key areas of the software. Recently Accessed Projects displays up to three projects listed in order of the most recent document activity. To access the full list of your projects, click on View all projects or select the Projects tab. To open a document listed under a project, click on the document name. To see all documents within the project when more than three documents exist, either click on the project name, or click on View all Documents. Recently Selected Templates lists 5 templates which have been used to create documents, ordered by most to least recent. This list may include standard and custom templates. These are distinguishable by their icons which show t for a standard template and c for a custom template. Initially this will contain a list of 5 default templates. These will be replaced as additional documents Page 48 of 164

49 are created from other templates. Getting Started /Resources contains the following options: View tutorial to orient yourself. Create a project to create a new project. Create a document to create a new document within a project. View reference material provides a link to a compilation of AIA Contract Documents information. Your Software License contains the following quick links: Renew license to assist you when you want to renew your license. Check for free update to find out if you have the latest version of the software. Move your software license for deactivating your license so that it can be reactivated on another computer. It also provides information such as the software s version number, your profile number and order number, license type, days left until license expiration and remaining document units if applicable Projects tab The Projects tab lists all the documents in your active and archived projects. The first time that you open the software and click on the Projects tab, it will look like this: Page 49 of 164

50 The Projects tab has a collapsible Project List window and two sub-tabs:project Data and Documents. Project List You can view a list of all your active and archived projects in the collapsible Project List window. Click the Project List tab on the left to view or hide the list. Click the project name to open the project. The Active Projects and Archived Projects buttons at the bottom allow you to switch between Project List views. Project Data The documents you create using the software require that you insert certain project information, such as the project description and party names. If you enter this project information in the Project Data dialog, the project information will be stored by the system and thereafter automatically entered into all the documents that you generate for the project a real time saver. Note: You can edit the project data for a selected project at any time by clicking the Edit Project Data button on the navigation pane. Page 50 of 164

51 You can print the project data by right-clicking anywhere on the page and choosing the Data summary option (alternatively, click View > Data Summary). This will open the project data in a Word document which you can then save, print and . Documents The Documents sub-tab shows you all the documents that you have created for the currently selected project. Page 51 of 164

52 AIA Contract Documents software provides several ways to sort your project's documents. These include a document filter, clickable column headers and a Group by: drop-down menu. Filter by: In the Filter by field, type the name (or part of the name) of the document you wish to find and the Documents list will filter as you type each character. Group by: options for documents are as follows: Page 52 of 164

53 Number groups documents by document number Type groups documents by type None no grouping is applied Additional sorting features can be accessed by clicking on column headers. Additional options include: Name sorts documents by name Modified sorts documents by date modified Comments sorts documents in alphabetical order by comments Note: In prior versions of the software, documents were organized into three (3) folders: Documents, EF3.0 Documents, and Imported Files. In the current version, you can select to view your documents grouped by type. When grouping by type, note that all draft documents are displayed in the Draft folder, all Final documents are displayed in the Final folder, and all imported documents and EF3.0 documents are displayed in the Other folder. Should you create additional subfolders within your specific AIA project folder, those folders will not be displayed in the Project tab. Below is a list of icons available in the navigation pane when working in Projects view. Depending on the status of the document selected, various buttons will be active or inactive: Templates tab Page 53 of 164

54 This tab is where you will find all the AIA Contract Document templates. The Templates tab contains three sub-tabs: Standard The Standard tab lists all standard AIA document templates. By default, the templates are grouped by Series. Custom The Custom tab lists the templates which you have customized with your own specific wording for later reuse. Page 54 of 164

55 Favorites The Favorites tab lists the standard and custom templates that you use often and want to access quickly. AIA Contract Documents software provides several ways to sort your templates. These include a document filter, clickable column headers and a Group by: drop-down menu. Page 55 of 164

56 Filter by: In the Filter by field, type the name (or part of the name) of the template you wish to find. The Templates list will filter as you type each character. Group by: options for templates are as follows: Family templates are grouped by document family Series templates are grouped by document series None grouping is not applied and templates are listed alphanumerically Additional sorting features can be accessed by clicking on column headers. Additional options include: Current number Previous number Title Below is a list of icons available in the navigation pane when working in Templates view. Depending on the template selected, icons will be active or inactive: Page 56 of 164

57 3.1.5 Contacts tab The Contacts tab provides a central location for managing your contacts. The Contacts tab lists all of the contacts you create or import into the software. The information stored for each contact you created on this tab is not project-specific. When creating a project, you will choose project team members from this list of contacts. Page 57 of 164

58 AIA Contract Documents software provides several ways to sort your contacts. These include a contacts filter, clickable column headers and a Group by: drop-down menu. Filter by: In the Filter by field, type the name (or part of the name) of the contact you wish to find. The Contacts list will filter as you type each character. Group by: options for contacts are as follows: Page 58 of 164

59 Category contacts are grouped by category of team member (Owner, Architect, etc.) None grouping is not applied Additional sorting features can be accessed by clicking on column headers. Additional options include: Firm contacts are sorted by company name Representative contacts are sorted alphabetically by representative name Telephone contacts are sorted by telephone number contacts are sorted by address Below is a list of icons available in the navigation pane in the Contacts view. Depending on the contact selected, various icons will be active or inactive: Help tab Clicking on the Help tab presents a list of the different kinds of available Help. Each Help topic is accompanied by a description to make finding the right Help easy. Page 59 of 164

60 Select the desired help topic and click OK to view its content. 3.2 The AIA toolbars AIA Contract Documents software installs three specialized toolbars in Microsoft Word, which can be used to interact with the software and the documents that you generate. The toolbars are explained in: The AIA Document toolbar The AIA Track Changes toolbar The Data toolbar AIA Contract Documents software installs one specialized toolbar in Microsoft Excel, which can be used to interact with the software and the documents that you generate. The toolbar is explained in: The AIA Spreadsheet toolbar The AIA General toolbar Page 60 of 164

61 Three toolbars open in Word when you install AIA Contract Documents software. The first toolbar, the AIA Document toolbar, looks like this: The AIA General toolbar assists you with the following actions: Button Function Open AIA Contract Documents software Save this document to another AIA project Toggle Content Navigator on and off Go to previous FillPoint or go to next FillPoint Check spelling Format tabs for the selected field Format font for the selected field Add a note to the footer View the AIA instruction sheet for this document The AIA Track Changes toolbar Three toolbars open in Word when you install AIA Contract Documents software. The second toolbar is the AIA Track Changes toolbar. It assists you with tracking the changes you make in Working drafts. The AIA Track Changes toolbar assists you with the following actions: Page 61 of 164

62 3.2.3 The AIA Data Dialog toolbar Three toolbars opens in Word when you install AIA Contract Documents software. The third toolbar, AIA Data Dialog toolbar, looks like this: The AIA Data Dialog toolbar assists you with the following actions: The AIA Spreadsheet toolbar A toolbar opens in Excel when you install AIA Contract Documents software. The AIA Spreadsheet toolbar looks like this: The AIA Data Spreadsheet toolbar assists you with the following actions: Button Add Row Function Add a row in a G703, G723 or G737 document Page 62 of 164

63 Delete Row Edit Certificates Edit User Note Delete a row in a G703, G723 or G737 document Edit the text of the Architect's and/or the Contractor's certification in a G702, G722, G732 and G736 document Add a user note to the footer of a document Match Project Data Synchronize project data and document data (as described in Section ) Document Instructions View the document instruction sheet Page 63 of 164

64 4 Prepare a document step-by-step AIA Contract Documents software helps you generate final contract documents effortlessly and efficiently. From the time you create a draft document until you generate a final document in PDF format, the document will go through various stages in its lifecycle. The diagram below illustrates each stage in the document's lifecycle; clicking on any stage will link you to more information about it. Page 64 of 164

65 5 Projects AIA Contract Documents software is project-centric; this means that information and documents are created and stored by project. For that reason, before creating a document, you must first create a project. When you create a project, the software prompts you for certain project information, such as the project description and party names. If you enter this project information in the Project Data dialog, the project information will be stored and thereafter automatically entered into all the documents that you generate for the project. All documents associated with a project are stored in the Documents sub-tab: this includes your Working Drafts, Checked Drafts and Final documents, as well as converted EF 3.0 documents and imported files. Completed projects can be archived to help manage your list of active projects. See: 5.1 Create a project 5.2 Maintain project data 5.3 Manage projects 5.4 Project locations 5.1 Create a project To create a project, follow these steps: Name the project Enter project data Name the project You can create a new project via two methods: either click Create a project on the Home Page, Page 65 of 164

66 ... or open the Projects tab and click the New Project button on the navigation pane. You will be prompted with the New Project Data dialog into which you can capture the name of the project and all the relevant general project information, as shown in the following sections. Note: To create a new project, the minimum requirement is that you capture a name for the project Enter project data After selecting New Project, the New Project dialog opens. Three different tabs will collect information about your project: Basic Information, Contract Details and Project Team Enter project information Provide contract details Create the project team Enter project information On the Basic Information tab you can enter general details about the project. Click on the blue Help icons if you want more information about each field. You can navigate between the fields with the mouse or by using the Tab key. Page 66 of 164

67 After completing the fields, either click OK to save the information and return to the Project Tab, or click the Contract Details tab Provide contract details The Contract Details tab collects specific data about the project's contracts with the owner. Again, you can navigate between the fields with the mouse or by using the Tab key. Page 67 of 164

68 In the Contract Date and Agreement Date fields, you can indicate the dates by clicking the dropdown arrow and using the calendar display. In the Contract For section, if you select Other, a field will open in which you can enter the trade contracted, such as "mechanical". When you have filled in all the fields, either click OK to save the information and return to the Project Tab, or click the Project Team tab to enter details about the individual team members Create the project team The Project Team tab lets you identify the various members of the project team and their respective categories, e.g., the owner and the architect, from a list of Global Contacts. To create the project team, you must first create a list of Global Contacts. Page 68 of 164

69 To add a contact to the project team, click the Add Team Member button. The Select Team Members dialog opens. Expand the category containing the contact you want to add, and double-click the appropriate contact. Page 69 of 164

70 To remove a team member and return the contact to the Global Contacts list, select the team member in the Project Team sub-tab, and then click the Remove Team Member button. When you have finished adding team members to your project, click OK. The team members you added will immediately be displayed on the Project Team sub-tab. When you have finished entering the project data, click OK. The project data will be displayed on the Project Data sub-tab under the Projects tab and can be accessed at any time for you to review and further edit. Note: The Project Data dialog saves you time because the project information will be automatically entered into the documents that you generate for the project. For example, instead of having to type the project location or description every time it is needed in a document, this information is captured once in the Project Data dialog and fed automatically, where applicable, into every document you create for the project. Important: You do not have to enter data in the Project Data dialog apart from a Project Name. If you choose not to enter any other data, click OK on the dialog when it opens 5.2 Maintain project data This section describes how to view project data and update it View project data and documents Edit project data View project data and documents To view the data and documents associated with a project, click the Projects tab. In the Project List, select the project you wish to view. The project data will be displayed in the Project Data sub-tab. Use the scroll bar or the scroll arrows to the right of the tab screen to view the data, including basic information, project numbers, contract details and team members. Page 70 of 164

71 To view the documents created in the project, click the Documents sub-tab. You can view the documents grouped by number, series or type by clicking the drop-down arrow in the Group By field and selecting an option. The default is <none>. Page 71 of 164

72 To filter the documents displaying in the Documents tab, use the Filter by field. For example, to find all documents with the numbers 102 in the document name, type "102" in the Filter by field. As you type, the documents are filtered to list only those with file names that contain the characters entered Edit project data The information displayed on the Project Data sub-tab can be edited either by clicking the Edit Project Data button on the navigation pane or by right-clicking the currently selected (highlighted) project in the project list and then selecting the Edit Project option in the right-click menu. The Edit Project Data dialog is displayed, and you can make changes on any or all of the three tabs - Basic Information, Contract Details, and Project Team. When you have finished making your changes, click OK to save the new information. 5.3 Manage projects You can manage your projects by renaming, archiving, activating, deleting or moving them Create a new sub-folder Rename a project Delete a project Page 72 of 164

73 5.3.4 Import a file View project data summary Archive a project Activate an archived project Locate projects and documents Copy projects and documents Create a new sub-folder You can create additional sub-folders under the main project folder and then file your documents within these sub-folders. 1. Right-click the selected project in the Project List and select New Folder. 2. Rename the New Folder as required (e.g., "Sub-Contractors"). Note: You can create as many sub-folders, in as many levels of the Project list, as you like Rename a project To rename a project, open the Edit Project Data dialog as described in section and then edit either the Project Name field or the Project List Name field as required. Note: The Project Name contains the wording that is automatically filled into each new document. The Project List Name contains the wording that is displayed in the Project List. These two fields can be different, if required Delete a project Page 73 of 164

74 You can delete a project from the Project List. To delete a project: 1. In the Project List, navigate to the project you wish to delete. 2. Right-click the project name and select Delete Project. A message displays, giving you the following options: Archive, Remove Link, Delete, Cancel. If you would prefer to archive it, click Archive. If wish just to remove it from the Project List, click Remove Link. If you are sure that you want to delete it, click Delete. To end the task without deleting the project, click Cancel. Once you click Delete, the project will be deleted from your computer. Note: The archived project remains accessible for future reference or reactivation. A deleted project will be moved to your Recycle Bin; when the Bin is emptied, the project will be permanently deleted Import a file The Import feature allows you to save a copy of any file to an existing project. There are three ways to access the Import feature. To import a file: 1. You can either use the Import button on the navigation pane, select the Import option on the File menu; or select the Import file option in the Project List right-click menu. Page 74 of 164

75 2. An Import File dialog box will ask you to select the file you want to import. 3. Select the file that you would like to import and click Open. 4. The file will be saved to the selected project and the imported document will immediately be displayed on the Documents sub-tab. Note: When you import a file, AIA Contract Documents software performs an automatic check to find out what kind of document it is (i.e. an AIA Draft or AIA Final). If the software cannot recognize the file as an AIA document for any reason, the file will be saved to the Other folder in the Documents sub-tab. Important: Working Drafts saved to the Other folder cannot be variance checked. If you need to work with your document, or believe it to be incorrectly identified by the software, please contact Technical Support for assistance in reclassifying your document as an AIA Contract Document View project data summary You can view a summary of your Project Data in a Word document that you can share with a colleague who does not have AIA Contract Documents software installed on his or her computer. To do this: Page 75 of 164

76 1. On the Projects tab, click View on the menu bar. 2. Click Data Summary. A Word document will open. You can save, print, and edit this document as you choose. However, edits you make to this document will not change the information you entered using the Edit Project Data dialog. See Edit Project Data for more information. Page 76 of 164

77 5.3.6 Archive a project Completed projects can be archived. The project and all its data will then be marked with a status of Archived and the project will no longer appear in your quick links on the Home page or in the Active Projects tab in the Project List. You will not be able to create finals from the documents associated with the archived project until it is reactivated. To archive a project: 1. Click on the Projects tab. 2. In the Project List, right-click the name of the project you need to archive and select Archive Project. The project will be moved from your Active Projects list into your Archived Projects list. Note: The archived project remains accessible for future reference or reactivation. To access your archived projects, click the Archived Projects tab in the Project List Activate an archived project Archived projects can be reactivated easily. To activate a project: 1. Click on the Archived Projects tab at the bottom of the Project List. Page 77 of 164

78 1. Right-click the name of the project that you wish to reactivate. 2. Select Reactivate Project. The project will be moved back into the Project List on the Active Projects tab Locate projects and documents To verify the location of a project's documents, follow these steps: 1. Select the desired project from the Project List. 2. On the File menu or on the Project List right-click menu, click Open in Explorer. 3. The navigation tree is displayed, with the project folder's name already highlighted. The Documents folder is listed under the project. The full path will be displayed in the Windows Explorer address bar. Page 78 of 164

79 5.3.9 Copy projects and documents To copy project files from one location to another: 1. Select the desired project in the Project List. 2. From the File menu, select Open in Explorer. Page 79 of 164

80 3. The navigation tree is displayed, with the project folder's name already highlighted. The Documents folder is listed under the project. Page 80 of 164

81 4. Right-click on the project name and select Copy. 5. Navigate to the folder where you want a copy of the project to be located; right-click on the name and select Paste. The project will immediately be displayed in the folder's list of contents in the right Explorer pane. 6. Close the Window Explorer dialog box to return to the AIA Contract Documents software. 5.4 Project locations Find out about the AIA Contract Documents default project location, how to change the default project location and how to create a project in another location Default project location Change the default project location Create a project in another location Default project location By default, the software stores all project folders in one location on the local drive of your computer. The default path to your project folders is C:\Users\UserName\Documents\AIA\AIA Contract Documents. The full project path is displayed at the bottom of the Project Data screen under the Project tab. Page 81 of 164

82 5.4.2 Change the default project location You may change the default setting for all documents to a shared network location. To change the default storage location of your projects: 1. Create the following three folders on your shared network drive: Active Projects Archive Projects Contacts Library (This is the folder where you will store team member information.) 2. Make sure that you have sufficient rights (Read and Write) to these folders. You may want to consult your information systems administrator to confirm that you have these rights. 3. Launch AIA Contract Documents software. 4. On the Tools menu, click Options. 5. You will see the Paths tabbed page with four locations listed. Use the Browse buttons to change the locations for the Active Folder Path, Archive Folder Path, Global Contacts Path and Custom Templates Path settings to the three folders you created on your shared network drive. 6. Click OK to save your changes. Page 82 of 164

83 Note: If you want to move documents or team member information already stored in the default location on your local drive to the shared network drive, you will need to manually copy these folders and files and paste them in the respective folders on the shared network drive Create a project in another location If you want to store individual projects in locations other than the default created when you installed the software: 1. First go to Options under Tools in the menu bar. Click the General tab. 2. In the Projects area, you can select the option for storing your projects: My default location (Active folder path) will automatically create and store new projects in the default location specified on the Path tab under Tools > Options in the menu bar. Ask each time will display a message each time you create, asking you if you wish to change the storage location. Select a location, set the document preferences, and click OK. 3. On the Projects tab, click the New Project button on the navigation pane. Page 83 of 164

84 5. The New Project window launches. Enter a project name and fill in as much of the Project information as possible in all three tabs; Basic Information, Contact Details, and Project Team. 6. Click OK. Page 84 of 164

85 6 Documents AIA Contract Documents software helps you generate Final contract documents effortlessly and efficiently. From the time you decide to create a new document until a Final PDF version is generated, the document will go through various stages, depending on the type of the document you are creating. The type affects how you enter data, whether you can edit the standard AIA text, and whether you can check the Draft against the master AIA template for variances. 6.1 Types of documents 6.2 Create a draft document 6.3 Edit a draft document 6.4 Working with data in an MS Word document 6.5 Check variances 6.6 Tips on using the Variance Checker 6.7 Collaborate with clients and colleagues 6.8 Generate a Final 6.9 Print a document 6.10 Manage documents 6.11 Subcontract Variation documents 6.1 Types of documents This section tells you more about the two AIA Contract Document types: drafts and finals Drafts Final documents Page 85 of 164

86 6.1.1 Drafts When you create a document, it is first generated as a Draft. Draft documents can be found in the Documents sub-tab of your project. A "DRAFT" watermark will appear in the background on the right of every page in the document. The documents also have a distinctive Draft graphic style to differentiate them from Final documents. There are four types of Draft documents: Working Drafts Working Drafts are fully editable Word documents. They can be edited in Microsoft Word, ed to other parties for feedback and checked against the original template. All the A, B, C, and E series documents, as well as G201, G202, G601 and G602, are Working Drafts. Fields in the Working Draft documents that require input are shaded gray and are indicated by a pair of chevron characters.. This input can be inserted automatically from the Edit Project Data dialog, via the Data Dialog, or directly in the document by the user. The gray fields may be edited by any user with Microsoft Word. To add or edit data in a Working Draft, click between the chevrons in a gray area and type in the required information. Text outside of these gray fields may also be edited. Note: You can turn the Track Changes feature on or off in your Working Drafts documents using the AIA Track Changes toolbar (see The AIA Track Changes toolbar). By default, all Working Drafts are generated with Track Changes turned on. Page 86 of 164

87 Note: When adding text in the document FillPoints, be sure to enter your text between the provided chevrons. This ensures that data entered will be recognized by the Data Dialog. Chevrons will be removed automatically when generating Checked Drafts (PDF format) and Finals. Excel Drafts Certain Draft documents are provided in Excel format to enable the automatic updating of calculations. These documents are editable in Microsoft Excel (user-inserted text only) and can also be ed to other parties for editing or feedback. Fields that require input are shaded gray and those that have been derived or imported are shaded yellow. This input can be inserted automatically from the Edit Project Data dialog or directly in the document by the user. The gray fields may be edited by any user with Microsoft Excel. To add or edit data in an Excel Draft, click in a gray area and type in the required information. Text outside of these gray fields may not be edited. Excel Drafts aren't checked against the original template using the Variance Checker because the standard AIA text is not editable. Excel Drafts also have the following characteristics: Template customization is not available. Spell-check is available through the AIA spell check icon on the AIA Toolbar. Form Drafts These are documents that can be edited in Microsoft Word (user-inserted text only) and ed to other parties, who can comment on or complete the Form Drafts. All the D and G series documents, except G201, G202, G601, G602, G702, G703, G722, G723, G732, G736 and G737 are Form Drafts. Fields in the Form Draft documents that require input are shaded gray. This input can be inserted from the Edit Project Data dialog or directly by the user. The gray fields may be edited by any user with Microsoft Word. To add or edit data in a Word form, click in a gray area and type in the required information. Text outside of these gray fields may not be edited. Form Drafts aren't checked against the original template using the Variance Checker because the standard AIA text is not editable. Form Drafts also have the following characteristics: Template customization is not available. Spell-check is available through the AIA spell check icon on the Tools menu. Microsoft Track Changes feature is disabled. The gray fields that require input allow some types of formatting, e.g., bold, underline, italics or other fonts. Microsoft Word mathematical functions (e.g. sum) are active in some documents e.g. G701. Be sure to click on or tab into the next field to see updated calculations. You may format tabs in selected form fields. Page 87 of 164

88 Checked Drafts These are Working Drafts that have been variance-checked against the original template, in read-only PDF format. You can use a Checked Draft to see how the Variance Checker annotates the edits you made to your document. Note: A Checked Draft is generated at no cost. The following online table lists the different document templates and their respective document types when first generated as a draft Final documents When collaboration and checking are complete, a Final document can be generated. The Final document will always be a read-only PDF. The Final document can be viewed and printed in Adobe Reader. 6.2 Create a draft document To create a draft document for a specific project: Page 88 of 164

89 1. Select the correct project in the Project List and, if applicable, the correct sub-folder within this project. 2. Click the New Document button on the navigation pane. 3. Choose a document template. The document templates are grouped by series and by family. You can change the grouping by clicking on the Group by: drop-down arrow. You can filter the documents using the Filter by field. Generally, documents in a series are all associated with a specific relationship between parties in the project, e.g., agreements between the owner and the general contractor. Documents in a family like Interiors - share the same project type or delivery system. 4. After choosing a document template, you may be prompted to choose among some options for your document content. Answer the questions and click OK. 5. Users of Office 2007 or later may be prompted to save your document in either the newer OOXML format (.docx and.xlsx) or the original format (.doc and.xls). You will also have the option of setting this preference such that your selection is always used and you are not prompted again. 6. After a short processing period, the draft document will open either as a Working Draft or a Form Draft in Microsoft Word or as an Excel Draft in Microsoft Excel. The draft document will now be listed in the Documents sub-tab on the Projects tab. 6.3 Edit a draft document Page 89 of 164

90 Draft documents are created either in Microsoft Word or in Microsoft Excel. All the A, B, and C-series documents, as well as the G201, G202, G601 and G602, are provided as Word documents. All the D and most of the G series documents are provided as Word forms. The G702, G703, G722, G723, G732, G736 and G737 are provided as Excel documents Edit a Microsoft Word document Complete a Microsoft Word form Complete a Microsoft Excel document Edit a Microsoft Word document All of the A, B, C, and E-series documents, as well as G201, G202, G601 and G602, are delivered as editable Word documents. The document first opens as a draft, called a Working Draft. Because it is a Draft version of the document, the word "DRAFT" will appear in the background on the right of every page in the document. The document also has a distinctive Draft graphic style so that it is clearly differentiated from a Final document. To open a Working Draft document for editing, double-click on the selected file or right-click the appropriate document in the list of files and click Open: Once the draft document is open within MS Word, you can freely edit both the standard AIA text and the various data fields in the document. For more information about working with data fields, see section 6.4. There are three AIA Contract Documents software toolbars in Word which allow you to navigate around your document, get help, and use Word's Track Changes option. Page 90 of 164

91 The AIA Document toolbar looks like this, the AIA Track Changes toolbar looks like this and the AIA Data Dialog toolbar looks like this:. For more information about these toolbars, see section 3.2. When you have completed your changes, use the normal Word functions to save these changes, and close the document before returning to AIA Contract Documents software. See 6.4 Working with data in a Microsoft Word document Complete a Microsoft Word form All D and G series documents, with the exception of the G201, G202, G601, G602, G702, G703, G722, G723, G732, G736 and G737 documents, are delivered as Word forms. The draft Word form documents are called Form Drafts. Fields in the Form Draft documents that require input are shaded gray. Text in the gray fields may be edited by any user with Microsoft Word. To add or edit data in a Word form, click in a gray area and type the required information. Text outside of these gray fields may not be edited. Microsoft Word forms (Form Drafts) have the following characteristics: Page 91 of 164

92 Template customization is not available. Spell-check is available through the AIA spell check icon on the Tools menu. Microsoft Track Changes feature is disabled. The gray fields that require input allow some types of formatting, e.g., bold, underline, italics or other fonts. Microsoft Word mathematical functions (e.g. sum) are active in some documents e.g. G701. Be sure to click on or tab into the next field to see updated calculations. You may format tabs in selected form fields. Once you have finished entering data, use the normal Word functions to save these changes and close the document. The document will now be listed in the Documents sub-tab, under the appropriate project in the Active tab. Note: Some documents combine features of both Microsoft Word documents and Microsoft Word forms. This means that some areas may be fully editable but other areas may not be editable and may restrict data entry to the gray input fields Complete a Microsoft Excel document All G series Draft documents of the 702, 703, 722, 723, 732, 736 and 737 varieties are delivered as Excel spreadsheets that facilitate the completion and calculation of the various amount fields in these documents. As with ordinary Word Drafts, any relevant Project Data is automatically filled-in by the ACD software when the Excel Draft is first generated. Similarly, any data that can be derived from a previously completed G series document will be automatically filled-in by the ACD software (for example, in the G702 the amount in line 7 "Less Previous Certificates for Payment"). All directly editable fields in Excel Draft documents are shaded in gray. To add or edit data in these gray shaded fields click in the gray area and type the required information. Text outside of these gray fields may not be edited with the exception of the Architect's Certification and the Contractor's Certification (see the toolbar buttons below). Page 92 of 164

93 When working with Excel Draft documents, the following toolbar buttons are available: Button Function Add Row Delete Row Edit Certificates Edit User Note Add a row in a G703, G723 or G737 document Delete a row in a G703, G723 or G737 document Edit the text of the Architect's and/or the Contractor's certification in a G702, G722, G732 and G736 document Add a user note to the footer of a document Match Project Data Synchronize project data and document data (as described in Section ) Document Instructions View the document instruction sheet Draft documents delivered in Microsoft Excel have the following characteristics: Template customization is not available Spell-check is not available. Microsoft Track Changes feature is not available. However any text in the Architect's Certification or the Contractor's Certification of the G702 that is edited using the "Edit Certificates" toolbar button, will appear in the document. 6.4 Working with data in a Microsoft Word document Page 93 of 164

94 When you open a Working Draft from the AIA Contract Documents software into Microsoft Word, you will see that it contains a mixture of standard AIA text and several data input fields interspersed throughout the document. Learn how to work with these data fields: Document data fields The Data Dialog Document data fields The data fields in Word documents are all shaded in grey and appear within a pair of chevron symbols. When a new draft document is opened for the first time, some of these fields will be pre-filled with the Project Data and others will be empty awaiting your input Entering information into data fields (between the chevrons) Navigating between data fields Entering information into data fields You can either manually type information directly into the data fields, or you can use the Data Dialog to fill-in the data fields (see section 6.4.2). Page 94 of 164

95 When typing manually within a data field it is important to work within the chevron symbols and to not delete these symbols. Note: Chevrons will be removed automatically when generating Checked Drafts (PDF format) and Finals. If you are editing existing data in a data field with track changes on, then the track changes will all be retained between the chevron symbols Navigating between data fields To move between the data fields in a document, you can either navigate directly into a field using your mouse, or you can use the "Go to Previous FillPoint" and "Go to Next FillPoint" buttons on the AIA Toolbar. Note: When you use the Toolbar buttons, the cursor is always placed at the start of the data field, immediately inside the left chevron symbol The Data Dialog The Data Dialog enables you to see, scroll through and fill-in all the data entry fields in a consolidated form that is separate from your document. When you first open a Working Draft from the AIA Contract Documents software, the Data Dialog form opens automatically alongside your document. Page 95 of 164

96 You can close the Data Dialog by clicking the Close button at the bottom of the dialog form, or alternatively by clicking on the red close button at the top right of the dialog form. You can then re-open the Data Dialog by clicking on the "Data Dialog" button in the AIA toolbar. You can also chose to minimize the Data Dialog by clicking the Minimize button form. You can then re-open it by clicking on the Restore button. at the bottom of the dialog When you click the mouse cursor into the Data Dialog it comes into focus and the draft document goes out of focus temporarily. Similarly, when you click the mouse cursor back to the draft document, the document comes back into focus and the Data Dialog is either minimized, or goes out of focus and becomes transparent, depending on which display option you have chosen for your system (see section ) Using the Data Dialog Page 96 of 164

97 You can work interactively with both the draft document and the Data Dialog, switching between both of them as desired. Within the Data Dialog, you can tab from field to field and enter new data or edit existing data in any field. When you do this, the draft document scrolls automatically to show you the corresponding field within the document. As you tab out of each field in the Data Dialog, the corresponding field in the document is updated automatically with whatever data you have entered in the Data Dialog. Alternatively, if you chose to edit a data field directly within the draft document, then this edited data is automatically updated into the corresponding field in the Data Dialog when you reopen it. In order for this feature to work correctly, it is important for you not to delete the chevron symbols for that field in the draft document. You can however choose to delete complete data fields, or paragraphs of text containing data fields, from the draft document. If this case, when you go back into the Data Dialog the deleted fields will be greyed-out and you will not be able to click the cursor into these fields The different Data Dialog fields The fields in the Data Dialog are organized under three different tabs: Project Data Project Team Document Specific Data There are several types of data input fields presented in the Data Dialog. The following table lists the different types of fields you will encounter: Page 97 of 164

98 Format Description and example of format Displays a field in which you can type the necessary information. Selected fields display in blue: Fields Displays all the items in the list with option buttons next to each item. You can select one of the items. Option buttons Synchronizing Project Data If, while you are editing a draft document, you make a change to the contents of any of the Project Data fields either directly in the document or in the Data Dialog there will then be a discrepancy between the project data in this field in the document and the corresponding data stored under the project in the AIA Contract Documents software. When this happens, the synchronize button red. situated on the right of each Project Data field in the Data Dialog changes from grey to Whenever a synchronize button glows red in the Data Dialog, you can opt to synchronize the Project Data by clicking on this button. This will open the "Project Data Matching" form as shown below. Page 98 of 164

99 You can click on any of the arrow buttons in this form to synchronize the Project Data in either direction: click the right arrow button to update the stored information in the project with the changes made in the document, or the left arrow button to restore the data in the document back to what is currently saved in the project. If, while you are working within the AIA Contract Documents Software desktop, you edit any of the stored information shown under the Project Data tab (for example you might update the contract sum or the contract date), then when you reopen any previously created draft document the data dialog will open with the relevant synchronize button/s glowing red. This enables you to quickly update your draft document with any changes you made in the stored project information. As soon as more than one synchronize button is glowing red in a Data Dialog, then an option is provided to synchronize all the changed fields together, rather than one-by-one. This is done through the "Match project data" button that appears at the top of the Data Dialog. If you click this button the "Project Data Matching" form opens as before, but this time with the two "Copy All." buttons at the top of the form enabled. You can click either of these buttons to synchronize all fields together Display options for Data Dialog On the Tools menu, select Options and then click on the Data Dialog tab. You will see that there are two options for the display of the Data Dialog when it goes out of focus to let you work within your document: Minimize the Data Dialog when inactive Apply transparency to the Data Dialog when inactive Page 99 of 164

100 If you select the Apply transparent option, you can set the degree of transparency using the sliding scale provided. 6.5 Check variances AIA Contract Documents software allows you to check a Working Draft document against the original AIA master document and note any differences. The Variance Checker follows a specific set of rules in how it notes differences from the original AIA master document. For draft documents, you can select among three variance check and format output options. By making your edits in a specific manner, you can adjust the variance checked output Variance check a document Understanding how the Variance Checker works Font effects, punctuation and letter case Inserted spaces, graphics and FillPoints Edits to text in paragraphs Edits to tables Variance check a document Page 100 of 164

101 Variance checking is the process of comparing your edited Working Draft (all A, B, C, and E-series documents, as well as G601 and G602) against the original AIA master document and then generating a third document that notes the differences. The Variance Check feature is not applicable to Form Drafts because AIA standard text is not editable. The Variance Checker does not work like Track Changes, which shows all additions and deletions in real time while you are making them, exactly as you made them. The Variance Checker works only after you have made edits to the document and focuses on the net changes between your draft and the master AIA document. If you have used Track Changes while editing, the Variance Checker first accepts all the changes in the document and then makes a word-by-word comparison to the original AIA text. You may variance check your Working Draft at any time. The Variance Checker will run automatically when you generate a Final document. To variance check a document: 1. Select the document you want to check in the Documents sub-tab of the corresponding project, and then click the Check Variances button box opens. on the navigation pane. The Variance Check Settings dialog 2. Choose how you would like to variance check the document. You can check the document in one of three modes: Page 101 of 164

102 Clean in PDF The additions to and deletions from the document are indicated in the margin, parallel to where the changes occur. The details of the changes are appended to the document in an Additions and Deletions Report (with page references). This document is called a Checked Draft and is a locked PDF file. Comparative in PDF All changes are noted in-line in the document, marking additions with underlining and deletions with strikethroughs. This document is called a Checked Draft and is a locked PDF file. Comparative in Word All changes are noted in-line in the document, marking additions with underlining and deletions with strikethroughs. This document is generated in Word and is a Working Draft that you can continue to edit. This mode provides you with a number of benefits: o o This document will note all edits to original AIA text, even if Track Changes was turned off when the document was edited and regardless of whether the edits were made in the Custom Template, were added to the document by the project and document-specific dialogs, or were made by collaborators. After collaborating with other users to edit a Working Draft document using Track Changes, you can variance check the document to merge all the various edits made to the Working Draft. You can then review one set of combined edits to the document and, if necessary, continue editing the document. Note: Because the software applies different graphic formats to the Working Draft, Checked Draft and Final documents, the pagination of the text may vary between them. 3. Select the desired variance check and output file formats, and click OK. A progress message is displayed throughout the variance check process. Once this process is complete, your document will open. The document will now be listed as either a Working Draft or a Checked Draft document in the Documents sub-tab of the relevant project. While you may continue to edit Working Draft documents, all Checked Draft documents are generated as read-only PDFs. Note: Users with Docs 300 Licenses should take advantage of the Check Variance function to preview completed documents prior to generating a Final and being charged Document Units Understanding how the Variance Checker works Page 102 of 164

103 The Variance Checker does not work like Track Changes, which shows all additions and deletions in real time while you are making them, exactly as you made them. Instead, the Variance Checker focuses on the net changes from the master AIA document. When you use the Check Variances feature, or when you generate a final document, the Variance Checker follows a specific set of rules for how to note differences from the original AIA master document. The information that follows in Font effects, punctuation and case and Inserted spaces, graphics and FillPoint text describes what the Variance Checker will do when it detects certain changes Font effects, punctuation and case Because underline and strike-through effects are reserved for the Variance Checker to show additions to and deletions from AIA text within the AIA Contract Document, you cannot apply the underline and strike-through formatting effects to the text in your AIA Contract Document. Formatting text with strike-through or double-strike-through If the Variance Checker detects any text in your document that you have manually formatted as strike-through or double-strike-through, then a dialog will offer you the option to (a) delete any characters formatted as strike-through and double-strike-through, or (b) cancel the Variance Check. Underlining text Page 103 of 164

104 If the Variance Checker detects any text that you have manually formatted as underlined, then a dialog will offer you the option to (a) remove the underline formatting; (b) reformat the underline formatting to bold formatting, or (c) cancel the Variance Check. Using a combination of both underline and strike-through formatting If the Variance Checker detects that you have alternatively used underline and strike-through or double-strikethrough formatting within a document, the dialog will offer you the option to (a) delete any characters formatted as strike-through or double-strike-through; (b) remove all underline formatting, or (c) reformat the underline formatting to bold formatting. You can also cancel the Variance Check. If the Variance Checker detects specific text that you have formatted with both underline and strike-through, or underline and double-strike-through, then the Variance Checker will delete these characters. Other font and effect changes The Variance Checker will ignore font changes, such as from Times New Roman to Arial; font style changes, such as from regular to bold; and font size changes, such as from 10 point to 12 point; and will not mark them as variances. The Variance Checker will also ignore other font effects, such as superscript, shadow and outline, and will not mark them as variances. Punctuation Page 104 of 164

105 The Variance Checker considers any edit to adjacent punctuation as a change to the entire word. For example, items! is interpreted as a different word from items. If punctuation next to a word is changed, the Variance Checker will strike through the word and add the word with the changed punctuation. Changing case The Variance Checker considers case changes in a word as a variance. For example, hello is interpreted as a different word from Hello. If you change the case for a specific word, then the Variance Checker will strike through the original word and add the edited word Inserted spaces, graphics and FillPoint text Marking inserted space The Variance Checker ignores added horizontal space (horizontal spaces are made using the space bar or the Tab key). Marking images and graphics The Variance Checker ignores inserted images and graphics and does not mark them as variances. Marking FillPoints The Variance Checker ignores FillPoints that have not been filled in. However, the Variance Checker marks as added text FillPoints completed in the dialog, or directly in the Working Draft Edits to text in paragraphs The Variance Checker treats as a paragraph any contiguous text not separated by more than one paragraph marker. Adding and deleting text in a paragraph Page 105 of 164

106 The Variance Checker will underline all added text and mark with strike-through all deleted standard AIA text. When a paragraph has a mixture of added and deleted text, the Variance Checker will cluster the deletions first, followed by the additions. Bridging When a user's edits result in five or less word fragments of unedited original text remaining between deleted original text and inserted user text, the Variance Checker will "bridge" this text by deleting the original text fragment and then reinserting it. The net effect is a single deletion followed by an insertion, making it easier to identify what has been deleted, and what has been added. In the Working Draft below, note how the original text fragment, "shall fully execute the" is between deleted original text and user inserted text. The variance checked output below shows how the original text fragment has been bridged to enhance its readability. Deleting the majority of words in a paragraph When the majority of words within a paragraph is modified (i.e., the modified paragraph shares very few words with the original paragraph), the Variance Checker marks the entire paragraph as deleted and then inserts the edited paragraph after the deleted paragraph. While this may not be technically accurate, it greatly enhances the readability of the document. Deleting an entire paragraph If a paragraph is deleted entirely, the Variance Checker will insert the notation (Paragraph(s) deleted) in its place in the clean Checked Draft or Final documents. The Additions and Deletions Report details all the text in the deleted paragraph(s). Page 106 of 164

107 In contrast, in a comparative Checked Draft or Final document, the Variance Checker will strike-through all the text in that paragraph Edits to tables Adding to or deleting text in a table cell The Variance Checker analyzes tables cell-by-cell. Changes made in one particular cell are marked without affecting neighboring cells, provided that you have not changed the structure of the table. The structure of a table is changed when you add or delete columns or when you split or merge cells. Deleting rows in a table If an entire row is deleted, a clean Checked Draft or Final document will insert the notation (Row(s) deleted) in its place. The Additions and Deletions Reports details the deleted row(s). If an entire row is deleted, a comparative Checked Draft or Final document will strike through the row and all the text within the row. Page 107 of 164

108 Adding rows to a table If an entire row is added, a comparative Checked Draft or Final document will underline the text in the added row. In contrast, the Variance Checker will place a line in the left hand margin to indicate the edit in a clean Checked Draft or Final document. The Additions and Deletions Report details the added row(s). Adding or deleting columns in a table Adding or deleting columns in a table structurally alters the table and results in the original table being marked as deleted. The edited table will then be inserted. Merging or splitting cells across columns Merging or splitting cells across columns structurally alters the table, and results in the original column affected by the merged cells or the split columns being marked as deleted. The newly structured column (incorporating the merging and splitting) will then be inserted. Merging or splitting cells across rows Page 108 of 164

109 Merging or splitting cells across rows structurally alters the table and results in the original rows affected by the merged rows or the split rows being marked as deleted. The newly structured rows (incorporating the merging and splitting) will then be inserted. Note: If you need to delete columns or split/merge cells in an existing table, it is recommended that you delete the table and create a new one to suit your needs. Deleting tables If a table is deleted, a clean Checked Draft or Final document will insert the notation (Table deleted) in its place. The Additions and Deletions Report details which table was deleted. If a table is deleted, a comparative Checked Draft or Final document will strike-through all of the rows of the table and all of the text within the rows. 6.6 Tips on using the Variance Checker The following suggestions will help you manage the output of variance-checked documents Showing paragraph marks in Word documents Working with paragraphs Working with tables Showing paragraph marks in Word documents Page 109 of 164

110 To help you manage the Variance Checker, please view your Working Draft in Word with the paragraph marks showing. If you use Word 2007, set this option by clicking the Microsoft Office button, and then select Word Options. On the Display tab, select Paragraph marks. With paragraph marks showing, the formatting of the document s paragraphs is revealed and you can more easily follow the recommendations made below. Page 110 of 164

111 6.6.2 Working with paragraphs The Variance Checker treats as a paragraph any contiguous text not separated by more than one paragraph marker. Deleting section and article numbers The modification of, or deletion to, a section or article number will result in the original text associated with the section or article being deleted and then reinserted. In the Working Draft below, note how the section number "5.1.1" has been modified to "5.2.1". The variance checked output below shows how all of section has been deleted and reinserted. Page 111 of 164

112 Indentation of paragraphs The Variance Checker relies on Word s implementation of paragraph indents. Which paragraph markers are deleted or not deleted determines how the surrounding text is indented. See Showing paragraph marks to assist in showing the paragraph markers in your Working Draft. In the Working Draft example below, deleting the last paragraph marker of will result in the Variance Checker indenting section This is due to the next undeleted paragraph marker (just above ) being indented. Section will inherit the indent of In the variance checked document below, note how paragraph has been indented. Correct method for deleting a paragraph In the example below, ensuring that you do not delete the last paragraph marker of will allow the Variance Checker to generate a non-indented result. Section did not inherit the previous paragraph s indent, because the last paragraph marker for section was not deleted. Page 112 of 164

113 In the variance checked document below, note how paragraph has not been indented Working with tables How the Variance Checker handles complex table edits Cells Certain edits to a table are difficult to interpret because they alter the structure of a table. When you delete columns, delete individual cells within a table, merge cells across columns, or split cells across columns, you alter the structure of a table. To note these structural edits, the Variance Checker will delete the original table and then insert your edited table. Page 113 of 164

114 If you want to delete the contents of a table cell, make sure that you delete the text in the cell (by selecting and deleting this text) rather than deleting the cell itself (by highlighting the cell and selecting the Delete cell option). If you delete the text in a cell, the Variance Checker will simply strike through the deleted text in the variance checked document. If you delete the text and the cell itself, the Variance Checker will detect a structural change to the table. The Variance Checker will note this structural change by striking through the original row containing the deleted cell and reinserting the new row below it in the new structure. Columns You can insert and delete columns in a table, however, the Variance Checker interprets an inserted or deleted column as a structural change to the table and indicates this structural change by striking through the original structure of the table and then reinserting the new table. Note: The Variance Checker requires that you do not activate Word's text wrapping feature for tables. If you have manually activated this feature, then the tables in the variance checked document will be inaccurately displayed. This setting is set to off for all the AIA Contract Documents; however, you are able to activate this feature manually. If you find that you have a document where this feature has been activated, you can deactivate this setting by going to the Word menu bar and clicking on Table > Table Properties > Table > Text Wrapping, and selecting the "None" text wrapping option. You will then need to variance check the document again. 6.7 Collaborate with clients and colleagues You may need to get feedback from your clients and colleagues before generating a Final version of a document. You can either print the Draft document or it to the relevant parties. Additionally, select one of the three collaboration formats available for a Working Draft document before sending it for collaboration. Finally, you can import a Working Draft back into the software for further editing, finalization or additional collaboration Create a collaboration version a document Create a collaboration version Page 114 of 164

115 When ing a Working Draft (all A, B, and C series documents, as well as G601 and G602) to other parties for collaboration, you can send the document in one of three ways: 1. you can Working Draft documents with Track Changes turned off, for completely free editing by the recipient, 2. you can the document with Track Changes locked on to show all future edits, or 3. you can send a PDF version (thereby preventing any editing). To change the Track Changes status of your document, simply open the document and use your AIA Track Changes toolbar icon to turn Track Changes Off or On, and then save the document. To create a variance checked version of your document in PDF or Word format, use the Check Variances button on the navigation pane. Because all Working Draft documents are by default generated with Track Changes on, the document will have Track Changes on unless you have turned off that feature in Word. If you the Working Draft with Track Changes on, recipients will not be able to turn it off unless they are also licensed AIA software users a document You can documents to other parties: 1. On the Documents sub-tab, select the document you want to send. 2. Click the Document button on the navigation pane. 3. A new message opens with the document automatically attached. Enter the recipient's address, and send the . Note: You can also use the Attach button in your program to attach and send documents. Page 115 of 164

116 6.8 Generate a Final Once all collaboration is complete, and the document has been edited and checked, you can generate a Final version. Final documents are always produced in read-only PDF format, and can be printed and/or ed. To generate a Final document: 1. Select the Working Draft or Form Draft document on the Documents sub-tab, and then click the Generate Final button on the navigation pane. 2. For Working Draft documents, the Variance Check Settings dialog box opens. Form Drafts are not variance checked. When you generate a Final document, your document is compared to the AIA original and differences are noted (i.e., variance checked). You can check the document in one of two modes: Clean in PDF All the additions to and deletions from the document are indicated in the margin, parallel to where the changes occur. The details of the changes are appended to the document in an Additions and Deletions Report (with page references). Comparative in PDF All changes are noted in-line in the document, marking additions with underlining and deletions with strikethroughs. Click the desired option. Page 116 of 164

117 Meter license customers will receive a prompt, alerting them that the requisite number of document units will be deducted from their meter account. Click OK if you are ready to generate a Final document. 3. If you have enabled the Digital Signatures feature (see section for more on enabling digital signatures) and set this feature to "Ask each time", you will be prompted to choose between written and digital signatures for your final document; click the desired option. 4. If you are generating a Final document from a Working Draft, the Signatory dialog will ask you to provide the name of the certification signatory. Confirm the default name, or provide another name. The Certification of Document's Authenticity should be signed by the person responsible for the content of the edits made to that document. Typically, this is a project manager or a principal. The person who implemented the edits, i.e., operated the software, should not be the signatory to the D401 Certification of Document's Authenticity, unless that person is also responsible for the document content. 5. When generating a Final document for certain A, B, C and E agreements, an initialing block is placed in the bottom left corner of each page of your Final document. The initialing block assists users by providing a place to initial each page of an agreement. 6. The following messages, displayed throughout the process, indicate the progress: Preparing to variance check... Checking document for variances... Producing PDF document... Once the process is complete, the document will open. The Final document will be listed on the Documents sub-tab of your project. The name of the document consists of the template number (e.g., A101), the word "Final", and a number in brackets that automatically increases for each version of the Final document. 6.9 Print a document Page 117 of 164

118 You can print all documents using the AIA Contract Documents software print feature: 1. On the Project tab, click the Documents sub-tab. 2. Select the document you want to print. 3. Click the Print Document button on the navigation pane, or right-click on the document name and select the Print Document option. The Select Printer dialog opens. 4. Click the arrow next to the box to display a list of printers. 5. Select a printer and click OK. The document will print. You can also print draft documents (whether Working Drafts or Form Drafts) in Microsoft Word or Microsoft Excel, and all Checked Drafts and Final documents can be printed in Adobe Reader. Simply open the document you want to print and go to File > Print on the menu bar. Using the print feature in Microsoft Word or Microsoft Excel and Adobe Reader will provide you with numerous settings and options that are not available in the AIA Contract Documents software print feature Manage documents AIA Contract Documents software provides the ability to rename, copy and share your documents Locate a document Copy a document Rename a document Locate a document To verify the location of a project's documents, follow these steps: 1. Open the desired project. 2. From the File menu, select Open in Explorer. Page 118 of 164

119 3. The navigation tree is displayed, with the project folder's name already highlighted. The Documents folders are listed under the project. The full path will be displayed in the Windows Explorer address bar. Page 119 of 164

120 Copy or move a document To copy or move project files from one location to another: 1. In the Project List, select the project or sub-folder containing the document you wish to copy or move. 2. Right-click the name of the required document on the Documents tab. 3. To remove the document, select Cut and to copy the document, select Copy. 4. Select the destination project or sub-folder in the Project List. 5. Right-click within the Documents pane and select Paste Rename a document By default, documents are assigned the following name: document number document type version number. To rename a document: 1. In the Documents sub-tab, right-click on the document name; select Rename. Page 120 of 164

121 2. The Rename dialog will open, in which you can enter the new name for the document. 3. Click OK to save the new name, and return to the Documents sub-tab. Alternatively, you can right-click the document, select Open in Explorer and then change the name using standard Windows functionality Subcontract Variation documents The G701, G702, and G703 documents were designed to be used by an owner and contractor. If you would like to use these documents for work between the contractor and subcontractor, AIA Contract Documents software offers Subcontract Variation documents for the G701, G702, and G703. Page 121 of 164

122 The Subcontract Variation documents are not new or separate AIA documents. They are the original AIA documents to which a series of edits have been implemented. To clearly identify these edits as changes to the standard AIA text, they are noted with underlining for added words and strike-through for deleted words Accessing the Subcontract Variation documents Document-specific edits Accessing the Subcontractor Variation documents To create a Subcontractor Variation document for a specific project: 1. Select the project either from the Home page from the Project List. 2. Click the New Document button on the navigation pane. 3. Choose a document template for G701, G702 or G Select Subcontractor and Contractor. 5. Click OK to save the changes and generate a document Document-specific edits Document-specific edits are noted below. G701 The "Architect's Project Number" field has been revised to "Contractor's Project Number". The "To Contractor" field has been revised to "To Subcontractor". Instances of "Contract" have been revised to "Subcontract," where appropriate. References to the "Owner" or to the "Architect" have been deleted. The signature block has been revised to delete the "Owner" section. Page 122 of 164

123 G702 The "To Contractor" field has been revised to "To Subcontractor". References to the "Owner" or to the "Architect" have been deleted. All instances of "Contract" have been revised to "Subcontract". All instances of "Contractor" have been revised to "Subcontractor". The "Architect's Certificate for Payment" section has been deleted. Page 123 of 164

124 G703 Reference to "Contractor" has been revised to "Subcontractor". Page 124 of 164

125 7 Templates AIA Contract Documents software provides you with the ability to customize document templates with your standard edits, and then use these customized templates as the basis for your Draft documents. You can also create custom templates from draft documents. Your custom templates can be shared with other users and you can specify where they are to be stored. Standard and custom templates can also be added to your list of Favorites for easy access when creating documents. 7.1 Create a custom template 7.2 Create a draft from a custom template 7.3 Add a template to Favorites 7.4 Change the default storage location of custom templates 7.5 Share custom templates 7.1 Create a custom template You can create your own custom template by changing the text either in an existing template or in a draft document and then saving your edited document for re-use in your projects. The custom template feature is available for all A, B, C, and E series documents, as well as G601 and G602. The custom template feature is not available for documents delivered as Word forms, which are all the D and G series documents, except G601 and G602. Note: Excel documents are not available for customization Create a custom template from a standard template Create a custom template from a draft Create a custom template from a standard template To create a custom template from a standard template: 1. Click the Templates tab and select the name of the template you want to customize. Page 125 of 164

126 2. Click the Customize Template button in the navigation pane. 3. Enter a name for the template in the dialog box that displays or leave default name unchanged and click OK. 4. Click OK in the Template Warning box that appears. Page 126 of 164

127 The chosen template or draft document will be opened in Word, with all pre-existing project data removed from the fillpoints. You can now make any further edits you require. After you have completed your editing, simply use the normal Word functions to save your changes. To generate a Working Draft based on your custom template, return to the Custom tab, select your custom template and click New Document on the navigation pane. Page 127 of 164

128 When you perform a variance check on a Working Draft generated from a custom template, the Variance Checker will compare your Working Draft to the standard AIA text and identify all variances from it, whether you made the changes in the custom template or subsequently in the Working Draft. To make additional edits to your custom template, click the Edit Template button on the navigation pane Create a custom template from a draft To create a custom template from a draft: 1. Click the Projects tab and select the project containing the document you wish to use as a template. 2. Right-click on the required draft document in the Documents sub-tab and select the Customize As Template option. Page 128 of 164

129 3. Enter a name for the template in the dialog box that displays or leave default name unchanged and click OK. 4. Click OK in the Template Warning box that appears.s The new Custom Template will be highlighted on the Custom Templates tab, with all pre-existing project data removed from the fillpoints. You can now make any further edits you require. Page 129 of 164

130 After you have completed your editing, simply use the normal Word functions to save your changes. To generate a Working Draft based on your custom template, return to the Custom tab, select your custom template and click New Document on the navigation pane. Page 130 of 164

131 When you perform a variance check on a Working Draft generated from a custom template, the Variance Checker will compare your Working Draft to the standard AIA text and identify all variances from it, whether you made the changes in the custom template or subsequently in the Working Draft. To make additional edits to your custom template, click the Edit Template button on the navigation pane. 7.2 Create a draft from a custom template You can create a draft from a custom template from the Projects tab or the Templates tab. To create a draft from a custom template from the Projects tab: 1. Click the Projects tab and click the New document button on the right navigation pane. 2. On the Select Template dialog, click the Custom tab and select one of your custom templates and click OK. 3. In the Confirmation dialog that appears, click Yes. 4. In the Important Notice dialog that appears, click OK. Page 131 of 164

132 The chosen template or draft document will be opened in Word, with all pre-existing project data removed from the fillpoints. You can now make any further edits you require. Page 132 of 164

133 After you have completed your editing, simply use the normal Word functions to save your changes. To create a draft based on a custom template from the Templates tab: 1. Click the Templates tab and then click the Custom sub-tab. 2. Select your custom template and click the New Document button on the navigation pane. 3. In the Select Project dialog, select a project to create the document in and click OK. 4. In the Confirmation dialog that appears, click Yes. 5. In the Important Notice dialog that appears, click OK. The chosen template or draft document will be opened in Word, with all pre-existing project data removed from the fillpoints. You can now make any further edits you require. Page 133 of 164

134 After you have completed your editing, simply use the normal Word functions to save your changes. When you perform a variance check on a Working Draft generated from a custom template, the Variance Checker will compare your Working Draft to the standard AIA text and identify all variances from it, whether you made the changes in the custom template or subsequently in the Working Draft. To make additional edits to your custom template, click the Edit Template button on the navigation pane. 7.3 Add a template to Favorites If you frequently use a particular template, you can add it to your Favorites sub-tab, where it will be readily available. To add a template to the Favorites sub-tab: 1. On the Templates tab, select the desired template from either the Standard or Custom sub-tabs. 2. Click the Add to Favorites button on the navigation pane. 3. The Add New Favorite dialog opens. Type in a short, relevant name for your new favorite template and click OK. Page 134 of 164

135 4. The template will now be listed in the Favorites sub-tab. 7.4 Change the default storage location of custom templates You can change the default settings for your custom templates to a network location. To change the default storage location of your custom templates: 1. Select Tools on the menu bar, and then click Options. 2. Select the Paths tab, click Browse next to the Custom Templates Path field and navigate to the folder where you want to store your custom templates. 3. Select the folder and click OK. Page 135 of 164

136 Note: If you change your default storage location and want to continue to access existing custom templates, you will need to copy these files from the old default folder to the new folder. 7.5 Share custom templates You can share custom templates with other users of AIA Contract Documents software whether or not they have access to the same network. AIA Contract Documents software users who access the same network can share custom templates as follows: 1. Create a folder on the shared network; users should have both Read and Write access to the shared network. 2. Navigate to the Tools > Options dialog and change the Custom Template path to the folder created in the above step. This step must be performed at each user's PC in order to access shared custom templates. All AIA Contract Documents software users, regardless of whether they can access the same network or not, can also share custom templates as follows: 1. Right-click the Start button. 2. Select Explore. 3. Navigate to your current Custom templates folder. The location of this folder can be verified by opening Tools > Options and verifying the Custom Templates path on the Path tab (by default located at C:\Users\UserName\Documents\AIA\AIA Contract Documents\CustomMasters). 4. Highlight and copy the custom template you want to share. 5. the file to the person with whom you want to share this custom template. 6. Ask your collaborator to paste this file into his or her Custom Template folder (verify the Custom Templates path in Tools > Options to determine the correct location). 7. When your collaborator launches AIA Contract Documents software, and opens the Templates tab and the Custom sub-tab, the new custom template will be listed as an entry. Page 136 of 164

137 8 Contacts AIA Contract Documents software manages all contacts from the Contacts tab. The Contacts tab is where you can view all your contacts, add new contacts, and edit or delete existing contacts. Contact names are displayed alphabetically by default (the Group by field is set to None). You can choose to display your contacts by different categories; click on the drop-down in the Group by: field and select Category. To view all the contacts in a category, click the plus sign in front of the category you want. See the topics below for more information: Page 137 of 164

138 8.1 Create a new contact 8.2 Add contact to project team 8.3 Remove contact from project team 8.4 View or edit a contact 8.5 Delete a contact 8.1 Create a new contact Contacts must first be created before they can be added to your project team. To create a contact: 1. On the Contacts tab, click the New Contact button on the right navigation pane. The Contact Details dialog box opens. Page 138 of 164

139 2. Select the category into which the new contact will be placed, and then enter as many details as possible in the relevant fields. 3. Click OK to save the information. The new contact will immediately be displayed, by category, on the Contacts. Note: Click Cancel to close the dialog without saving your information. 8.2 Add contact to project team 1. On the Project List, double-click the project to which you wish to add a team member. 2. Click the Edit Project Data button on the right navigation pane. 3. In the Edit Project Data dialog that appears, click the Project Team sub-tab. 4. To add a contact as a team member, click the Add Team Member button. Page 139 of 164

140 The Select Team Members dialog opens. Expand the category containing the contact you want to add, and then select the appropriate contact. If a project requires more than one firm in each category, simply hold down the Ctrl key and select each contact you want to add. If there are multiple team members in the same category, a prompt will open before the document is generated asking you to select one. 8.3 Remove contact from your project team To remove a team member and return the name to the Contacts list, select the team member in the Project Team sub-tab, and then click the Remove Team Member button. 8.4 View or edit a contact To view or edit a contact: Page 140 of 164

141 1. You can either double-click on the contact's name as it appears on the Contacts tab, or you can select the name and click the Edit Contact button on the right navigation pane. 2. The Contact Details dialog will open, displaying the contact's existing details. To add new information, click on the relevant field and type in the details. To change existing information, click on the text in the relevant field, delete what is to be changed with the Delete key and type in the new details. 3. When you have finished viewing or editing, click OK to save any new details and/or to return to the Contacts tab. New or altered details will immediately be displayed. 8.5 Delete a contact To delete a contact: 1. Select the contact's name as it appears on the Contacts tab and click the Delete Contact button on the right navigation pane. 2. You will be prompted to confirm the deletion: click Yes to confirm, or Cancel to abort the task. You will be returned to the Contacts tab, and the deleted contact will no longer be displayed. Deleting a contact from the Contacts tab will not delete the contact from the project(s) with which it is associated as a member of the Project Team: in the Project Details, the contact's name will be displayed and the details will still be entered into new documents. To delete a contact from any projects with which it is associated, you will need to open the project on the Project Data tab, click the Edit Project Data button on the right navigation pane, click the Project Team tab on the Edit Project Data dialog box, select the name of the contact to be deleted, and click the Remove Team Member button. You will be prompted to confirm the deletion: click Yes to confirm or No to abort the task. Click OK to return to the Project Data screen. Page 141 of 164

142 9 Other features of AIA Contract Documents software AIA Contract Documents software offers many other useful features: change the default program settings, and combine your final documents with other PDFs to create a project manual. 9.1 Convert Version 3 Data 9.2 Convert an EF 3.0 document to PDF 9.3 Change program options 9.4 Create a project manual 9.1 Convert Version 3.0 Data AIA Contract Documents software offers you automatic conversion when you first start AIA Contract Documents software version When you first launch version 4.0, you'll be prompted to convert any version 3 projects, custom templates and contacts. Click OK to proceed. 2. The Data Converter opens and conversion begins automatically. Once completed, click Continue to continue working in AIA Contract Documents software. Page 142 of 164

143 Should the need arise to convert items after initial migration, click Tools then Convert Version 3 Data. The Convert Version 3 Data feature allows you to browse to and convert version 3 data that was not migrated when upgrading to version 4 of AIA Contract Documents software. Page 143 of 164

144 9.2 Convert an EF 3.0 document to PDF This function is no longer supported in Version 4.0. Please contact AIA Technical Support for further assistance. 9.3 Change program options To change the default settings for your project storage locations, documents, hints and certification signatory details, on the Tools menu, click Options. Page 144 of 164

145 Each tab is explained further below: Paths tab Data Dialog Tab Drafts tab Finals tab General tab Page 145 of 164

146 9.3.1 Paths tab On the Paths tab you can edit the path for saving projects in your Active and Archived tabs and your team member dialogs (Global Contacts Path), as well as your Custom Templates (Custom Template Path). Click the Browse button to choose a new location Data Dialog tab The Data Dialog tab allows you to adjust the display settings of the Data Dialog when it goes out of focus to let you work within your document. It includes two display options: In the Appearance area, you can select whether you want the Data Dialog to minimize or turn transparent when inactive. If you choose to render the dialog transparent, you can adjust the transparency strength using the slider provided. In the Actions area, you can select whether you want the Data Dialog to launch automatically when opening AIA documents or not. Page 146 of 164

147 9.3.3 Drafts tab In the Working Drafts section, you can change the following settings for new documents: Display important notices Whether to use Track Changes for all new documents Whether to variance check all your Working Drafts generated from custom templates In the Variance Check section, you can choose whether to be asked each time how to indicate additions and deletions to a document. When you are done, click OK to save your changes and close the dialog, or click on another tab to make more edits before closing the dialog. In the Document Formats section you can choose which Microsoft Office formats your draft will be saved in. The options are the newer OOXML formats (.docx and.xlsx) or the original formats (.doc and.xls). These options will be disabled for users who are using versions of Microsoft Office older than Office Page 147 of 164

148 9.3.4 Finals tab The Finals tab allows you to set the following options: In the Variance Check section, you can choose whether to be asked each time how to indicate additions and deletions to a document. The default setting is "Ask each time'. In the Digital Signatures section, you can choose whether to include digital signature placeholders in a final document. The default setting is 'Never'. In the Signatory section, you can enter a default signatory for the document's Certificate of Authenticity. This default signatory name will be automatically inserted each time you create a Final. However, if you select the Prompt for Signatory when new final document is created option, you will be asked to enter a signatory name each time that a final document is created. Page 148 of 164

149 9.3.5 General tab The General tab allows you to set project locations, loading of new documents, and prompts options. In the Projects section, you can select whether you want to store your projects in the default location (active folder path), another location, or to be prompted each time you create a project. In the Documents section, Load new document on create lets you specify whether new documents will always open, never open, or prompt each time they are created. Reset All Prompts restores all prompts to their default settings. Page 149 of 164

150 9.4 Create a project manual AIA Contract Documents provides you with the ability to combine final documents and other PDFs into one project manual. To create a new project manual for a project: 1. Open the project. 2. Click File on the menu bar. 3. Click Create Project Manual. 4. The Create Project Manual dialog opens. Page 150 of 164

151 5. Click the Add button to view a list of projects and documents. Click the names of the documents which you would like to add to the project manual, and then click the Open button. Only PDFs can be added to your project manual. Page 151 of 164

152 Note: To select multiple documents, hold down the Ctrl button and then click on the names of the documents. 6. Documents you select will be displayed on the Create Project Manual dialog. Page 152 of 164

153 7. To change the order in which the documents should appear, click the document that you would like to move either up or down, and then click the relevant arrow to move the document up or down in list. When you are satisfied with the order, click the OK button. 8. AIA Contract Documents software will ask you where you want to save the new project manual, and what you would like to name it. Enter the appropriate information, select the document s intended location, and click Save. Page 153 of 164

154 9. On saving the document, the program asks you if you would like to open the document you have created. If you click Yes, you will find that the documents you selected have now been combined into one PDF file (project manual) that can be easily distributed. Note: Project manuals are saved (by default) to the Other folder of the AIA project that you created the project manual for. However, as demonstrated above, you can choose to save your project manuals to any location. Page 154 of 164

155 10 Getting help To access various kinds of help with the AIA Contract Documents software, go to the Help tab. You can open and print the Software Help for step-by-step instructions on how to use the software. Documents Help provides you with information about the content, purpose and input required for each standard AIA document, and allows you to access general document help or document-specific help. If you are unable to find the support you need in the Software Help or Document Instructions, you can access the online AIA resources and use the AIA s Knowledge Base, view a tutorial of the software or contact the AIA directly for telephone or support Help tab 10.2 Software Help 10.3 Documents Help 10.4 Knowledge Base 10.5 View animated tutorial 10.6 Additional online resources 10.7 Contacting Document and Technical Support 10.1 Help The AIA Contract Documents software offers quick and easy access to help via the Help tab. To access this console, on the menu bar, click Help, or click the Help tab in the software. The Help tab looks like this: Page 155 of 164

156 Select the type of help that you would like and click the OK button. Reminder: These help topics can also be accessed under Help on the top menu bar Software Help For assistance when you are using the software, select Software Help from either the Help tab: Page 156 of 164

157 ... or from Help on the menu bar: This will launch the printable Software Help, where you can use the Contents, Index and Search facilities to find more information on the topics you need help with. Page 157 of 164

158 10.3 Documents Help Nearly every standard AIA document has an instruction sheet that explains the purpose of the document and the type of information required General Documents Help Document Specific Help General Documents Help General Documents Help contains a number of commentary documents, document synopses, supplementary conditions and amendments documents, as well as other documents to help you choose the right document. To view the General Documents Help, click the Help tab and choose General Documents Help... Page 158 of 164

159 ... or click Help and then select General Documents Help on the top menu bar General Documents Help opens in a new window so that you can switch between Help and the document you are working on: Page 159 of 164

160 Document Specific Help Document Specific Help will provide you with specific help for the document you are currently working on. Specific instructions for documents can be accessed in one of three ways: Select the document template in the Templates tab and then click Document Specific Help under Help on the menu bar. Page 160 of 164

161 If the document is open in Microsoft Word, click the View AIA Instruction Sheet for this document button on the AIA Word toolbar. When filling in a dialog associated with a document template, click the Document Instructions button at the top of the document-specific dialog Knowledge Base If the Software Help and the General Documents Help do not answer your questions, you can search the online Knowledge Base at The Knowledge Base is easily searched, and addresses your AIA Contract Documents software and content questions quickly and efficiently, with hundreds of answers to frequently asked questions. Page 161 of 164

Beginner s Guide to AIA Contract Documents Online Service for Single-Seat Users

Beginner s Guide to AIA Contract Documents Online Service for Single-Seat Users Beginner s Guide to AIA Contract Documents Online Service for Single-Seat Users Table of Contents Getting Started - Introducing ACD5- AIA Contract Documents New Online Service System Requirements Transitioning

More information

BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005

BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005 BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005 PLEASE NOTE: The contents of this publication, and any associated documentation provided to you, must not be disclosed to any third party without

More information

KPN SMS mail. Send SMS as fast as e-mail!

KPN SMS mail. Send SMS as fast as e-mail! KPN SMS mail Send SMS as fast as e-mail! Quick start Start using KPN SMS mail in 5 steps If you want to install and use KPN SMS mail quickly, without reading the user guide, follow the next five steps.

More information

Sample- for evaluation purposes only! Advanced Outlook. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc.

Sample- for evaluation purposes only! Advanced Outlook. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2012 Advanced Outlook TeachUcomp, Inc. it s all about you Copyright: TeachUcomp, Inc. Phone: (877) 925-8080 Web: http://www.teachucomp.com

More information

Results CRM 2012 User Manual

Results CRM 2012 User Manual Results CRM 2012 User Manual A Guide to Using Results CRM Standard, Results CRM Plus, & Results CRM Business Suite Table of Contents Installation Instructions... 1 Single User & Evaluation Installation

More information

Sage Abra SQL HRMS Reports. User Guide

Sage Abra SQL HRMS Reports. User Guide Sage Abra SQL HRMS Reports User Guide 2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks

More information

Outlook Managing Your Items

Outlook Managing Your Items Course Description Managing your items is essential if you want Outlook to run as efficiently and effectively as possible. As with any filing system the longer you put off doing anything the larger the

More information

Using an Edline Gradebook. EGP Teacher Guide

Using an Edline Gradebook. EGP Teacher Guide Using an Edline Gradebook EGP Teacher Guide Table of Contents Introduction...3 Setup...3 Get the Gradebook Web Plugin... 3 Using Your Web Gradebook... 4 Using the Web Gradebook on a Shared Computer...

More information

Chief Architect X6. Download & Installation Instructions. Chief Architect, Inc. 6500 N. Mineral Dr. Coeur d Alene, Idaho 83815 www.chiefarchitect.

Chief Architect X6. Download & Installation Instructions. Chief Architect, Inc. 6500 N. Mineral Dr. Coeur d Alene, Idaho 83815 www.chiefarchitect. Chief Architect X6 Download & Installation Instructions Chief Architect, Inc. 6500 N. Mineral Dr. Coeur d Alene, Idaho 83815 www.chiefarchitect.com Contents Chapter 1: Installation What s Included with

More information

WHAT S NEW IN WORD 2010 & HOW TO CUSTOMIZE IT

WHAT S NEW IN WORD 2010 & HOW TO CUSTOMIZE IT WHAT S NEW IN WORD 2010 & HOW TO CUSTOMIZE IT The Ribbon... 2 Default Tabs... 2 Contextual Tabs... 2 Minimizing and Restoring the Ribbon... 3 Customizing the Ribbon... 3 A New Graphic Interface... 5 Live

More information

Symantec Enterprise Vault

Symantec Enterprise Vault Symantec Enterprise Vault Guide for Microsoft Outlook 2003/2007 Users 10.0 Light Outlook Add-In Symantec Enterprise Vault: Guide for Microsoft Outlook 2003/2007 Users The software described in this book

More information

Internet Explorer 7. Getting Started The Internet Explorer Window. Tabs NEW! Working with the Tab Row. Microsoft QUICK Source

Internet Explorer 7. Getting Started The Internet Explorer Window. Tabs NEW! Working with the Tab Row. Microsoft QUICK Source Microsoft QUICK Source Internet Explorer 7 Getting Started The Internet Explorer Window u v w x y { Using the Command Bar The Command Bar contains shortcut buttons for Internet Explorer tools. To expand

More information

BCSD WebMail Documentation

BCSD WebMail Documentation BCSD WebMail Documentation Outlook Web Access is available to all BCSD account holders! Outlook Web Access provides Webbased access to your e-mail, your calendar, your contacts, and the global address

More information

Vodafone PC SMS 2010. (Software version 4.7.1) User Manual

Vodafone PC SMS 2010. (Software version 4.7.1) User Manual Vodafone PC SMS 2010 (Software version 4.7.1) User Manual July 19, 2010 Table of contents 1. Introduction...4 1.1 System Requirements... 4 1.2 Reply-to-Inbox... 4 1.3 What s new?... 4 2. Installation...6

More information

Guide to PDF Publishing

Guide to PDF Publishing Guide to PDF Publishing Alibre Design 9.2 Copyrights Information in this document is subject to change without notice. The software described in this document is furnished under a license agreement or

More information

MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES

MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES MICROSOFT OFFICE 2007 MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES Exploring Access Creating and Working with Tables Finding and Filtering Data Working with Queries and Recordsets Working with Forms Working

More information

Step One. Step Two. Step Three USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013)

Step One. Step Two. Step Three USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013) USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013) This guide was created to allow agencies to set up the e-data Tech Support project s Microsoft Access template. The steps below have been

More information

OneDrive for Business User Guide

OneDrive for Business User Guide OneDrive for Business User Guide Contents About OneDrive for Business and Office 365... 2 Storing University Information in the Cloud... 2 Signing in... 2 The Office 365 Interface... 3 The OneDrive for

More information

A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2013. Mastering Outlook Made Easy for Lawyers CPE Edition v.2.

A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2013. Mastering Outlook Made Easy for Lawyers CPE Edition v.2. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2013 Mastering Outlook Made Easy for Lawyers CPE Edition v.2.0 TeachUcomp, Inc. it s all about you Copyright: Copyright 2013 by TeachUcomp,

More information

Project Management WalkThrough

Project Management WalkThrough PRACTICE CS Project Management WalkThrough version 2009.x.x TL 21455 10/25/09 Copyright Information Text copyright 2004-2009 by Thomson Reuters/Tax & Accounting. All rights reserved. Video display images

More information

MYOB Document Manager

MYOB Document Manager MYOB Document Manager Version 4.0 User Guide Copyright 2009 MYOB Technology Pty Ltd. All rights reserved. Disclaimer MYOB has made every attempt to ensure the accuracy, relevance and completeness of this

More information

USER GUIDE. Unit 2: Synergy. Chapter 2: Using Schoolwires Synergy

USER GUIDE. Unit 2: Synergy. Chapter 2: Using Schoolwires Synergy USER GUIDE Unit 2: Synergy Chapter 2: Using Schoolwires Synergy Schoolwires Synergy & Assist Version 2.0 TABLE OF CONTENTS Introductions... 1 Audience... 1 Objectives... 1 Before You Begin... 1 Getting

More information

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface...

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface... 2 CONTENTS Module One: Getting Started... 6 Opening Outlook... 6 Setting Up Outlook for the First Time... 7 Understanding the Interface...12 Using Backstage View...14 Viewing Your Inbox...15 Closing Outlook...17

More information

OpenIMS 4.2. Document Management Server. User manual

OpenIMS 4.2. Document Management Server. User manual OpenIMS 4.2 Document Management Server User manual OpenSesame ICT BV Index 1 INTRODUCTION...4 1.1 Client specifications...4 2 INTRODUCTION OPENIMS DMS...5 2.1 Login...5 2.2 Language choice...5 3 OPENIMS

More information

User Guide. Laplink Software, Inc. User Guide MN-LLE-EN-05 (REV. 2/2010) h t t p : / / w w w. l a p l i n k. c o m / h e l p

User Guide. Laplink Software, Inc. User Guide MN-LLE-EN-05 (REV. 2/2010) h t t p : / / w w w. l a p l i n k. c o m / h e l p 1 Laplink Software, Inc. Customer Service/Technical Support: Web: http://www.laplink.com/help E-mail: CustomerService@laplink.com User Guide Laplink Software, Inc. 14335 NE 24th Street, Suite 201 Bellevue,

More information

Using SQL Reporting Services with Amicus

Using SQL Reporting Services with Amicus Using SQL Reporting Services with Amicus Applies to: Amicus Attorney Premium Edition 2011 SP1 Amicus Premium Billing 2011 Contents About SQL Server Reporting Services...2 What you need 2 Setting up SQL

More information

Salesforce Classic Guide for iphone

Salesforce Classic Guide for iphone Salesforce Classic Guide for iphone Version 37.0, Summer 16 @salesforcedocs Last updated: July 12, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

StrikeRisk v6.0 IEC/EN 62305-2 Risk Management Software Getting Started

StrikeRisk v6.0 IEC/EN 62305-2 Risk Management Software Getting Started StrikeRisk v6.0 IEC/EN 62305-2 Risk Management Software Getting Started Contents StrikeRisk v6.0 Introduction 1/1 1 Installing StrikeRisk System requirements Installing StrikeRisk Installation troubleshooting

More information

Novell ZENworks Asset Management 7.5

Novell ZENworks Asset Management 7.5 Novell ZENworks Asset Management 7.5 w w w. n o v e l l. c o m October 2006 USING THE WEB CONSOLE Table Of Contents Getting Started with ZENworks Asset Management Web Console... 1 How to Get Started...

More information

Handout: Word 2010 Tips and Shortcuts

Handout: Word 2010 Tips and Shortcuts Word 2010: Tips and Shortcuts Table of Contents EXPORT A CUSTOMIZED QUICK ACCESS TOOLBAR... 2 IMPORT A CUSTOMIZED QUICK ACCESS TOOLBAR... 2 USE THE FORMAT PAINTER... 3 REPEAT THE LAST ACTION... 3 SHOW

More information

DCA. Document Control & Archiving USER S GUIDE

DCA. Document Control & Archiving USER S GUIDE DCA Document Control & Archiving USER S GUIDE Decision Management International, Inc. 1111 Third Street West Suite 250 Bradenton, FL 34205 Phone 800-530-0803 FAX 941-744-0314 www.dmius.com Copyright 2002,

More information

TimeValue Software Due Date Tracking and Task Management Software

TimeValue Software Due Date Tracking and Task Management Software User s Guide TM TimeValue Software Due Date Tracking and Task Management Software File In Time Software User s Guide Copyright TimeValue Software, Inc. (a California Corporation) 1992-2010. All rights

More information

WebEx Meeting Center User Guide

WebEx Meeting Center User Guide WebEx Meeting Center User Guide For Hosts, Presenters, and Participants 8.17 Copyright 1997 2010 Cisco and/or its affiliates. All rights reserved. WEBEX, CISCO, Cisco WebEx, the CISCO logo, and the Cisco

More information

Creating Forms With Adobe LiveCycle Designer 8.2

Creating Forms With Adobe LiveCycle Designer 8.2 Creating Forms With Adobe LiveCycle Designer 8.2 Instructional Media Center HCC Version 2 Modified Date 1/20/10 Learning Objectives: At the end of this training session the student will be able to use

More information

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail.

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail. Create a mail or e-mail merge Use mail or e-mail merge when you want to create a large number of documents that are mostly identical but include some unique information. For example, you can use mail merge

More information

WhatsUp Gold v16.2 Installation and Configuration Guide

WhatsUp Gold v16.2 Installation and Configuration Guide WhatsUp Gold v16.2 Installation and Configuration Guide Contents Installing and Configuring Ipswitch WhatsUp Gold v16.2 using WhatsUp Setup Installing WhatsUp Gold using WhatsUp Setup... 1 Security guidelines

More information

Colligo Email Manager 6.2. Offline Mode - User Guide

Colligo Email Manager 6.2. Offline Mode - User Guide 6.2 Offline Mode - User Guide Contents Colligo Email Manager 1 Benefits 1 Key Features 1 Platforms Supported 1 Installing and Activating Colligo Email Manager 3 Checking for Updates 4 Updating Your License

More information

Installation & Licensing Guide. AquiferTest Pro. An Easy-to-Use Pumping Test and Slug Test Data Analysis Package

Installation & Licensing Guide. AquiferTest Pro. An Easy-to-Use Pumping Test and Slug Test Data Analysis Package Installation & Licensing Guide AquiferTest Pro An Easy-to-Use Pumping Test and Slug Test Data Analysis Package Table of Contents Software Maintenance and Support... 3 How to Contact SWS... 3 System Requirements...

More information

Stellar Phoenix Exchange Server Backup

Stellar Phoenix Exchange Server Backup Stellar Phoenix Exchange Server Backup Version 1.0 Installation Guide Introduction This is the first release of Stellar Phoenix Exchange Server Backup tool documentation. The contents will be updated periodically

More information

User Documentation. Administrator Manual. www.proposalsoftware.com

User Documentation. Administrator Manual. www.proposalsoftware.com User Documentation Administrator Manual Proposal Software 1140 US Highway 287, Suite 400-102 Broomfield, CO 80020 USA Tel: 203.604.6597 www.proposalsoftware.com Table of Contents Open the WebPro Viewer...

More information

email-lead Grabber Business 2010 User Guide

email-lead Grabber Business 2010 User Guide email-lead Grabber Business 2010 User Guide Copyright and Trademark Information in this documentation is subject to change without notice. The software described in this manual is furnished under a license

More information

Lotus Notes Client Version 8.5 Reference Guide

Lotus Notes Client Version 8.5 Reference Guide Lotus Notes Client Version 8.5 Reference Guide rev. 11/19/2009 1 Lotus Notes Client Version 8.5 Reference Guide Accessing the Lotus Notes Client From your desktop, double click the Lotus Notes icon. Logging

More information

EMAIL QUICK START GUIDE

EMAIL QUICK START GUIDE IT Services Microsoft Outlook 2010 EMAIL QUICK START GUIDE Contents What is Outlook?...2 Quick Guide to Email...2 Create a new e-mail message...2 Forward or reply to an e-mail message...2 Creating new

More information

Decision Support AITS University Administration. Web Intelligence Rich Client 4.1 User Guide

Decision Support AITS University Administration. Web Intelligence Rich Client 4.1 User Guide Decision Support AITS University Administration Web Intelligence Rich Client 4.1 User Guide 2 P age Web Intelligence 4.1 User Guide Web Intelligence 4.1 User Guide Contents Getting Started in Web Intelligence

More information

Entourage - an Introduction to E-mail

Entourage - an Introduction to E-mail Entourage - an Introduction to E-mail Version 2004 for Macintosh Table of Contents What is Entourage Starting Entourage The Navigation Pane Getting Help Creating and Sending a Message Using the UI Exchange

More information

Microsoft Outlook. KNOW HOW: Outlook. Using. Guide for using E-mail, Contacts, Personal Distribution Lists, Signatures and Archives

Microsoft Outlook. KNOW HOW: Outlook. Using. Guide for using E-mail, Contacts, Personal Distribution Lists, Signatures and Archives Trust Library Services http://www.mtwlibrary.nhs.uk http://mtwweb/cgt/library/default.htm http://mtwlibrary.blogspot.com KNOW HOW: Outlook Using Microsoft Outlook Guide for using E-mail, Contacts, Personal

More information

MICROSOFT OFFICE OUTLOOK 2007 - LEVEL 1

MICROSOFT OFFICE OUTLOOK 2007 - LEVEL 1 MICROSOFT OFFICE 2007 MICROSOFT OFFICE OUTLOOK 2007 - LEVEL 1 Exploring Outlook Getting Help Sending and Receiving Messages Using Outlook Messaging Features Working with Components and Office Organizing

More information

User guide. Tax & Accounting. Version 4.1. Last updated April 16, 2010. Copyright 2010 Thomson Reuters/ONESOURCE. All Rights Reserved

User guide. Tax & Accounting. Version 4.1. Last updated April 16, 2010. Copyright 2010 Thomson Reuters/ONESOURCE. All Rights Reserved Onesource Fileroom User guide Version 4.1 Last updated April 16, 2010 Tax & Accounting Copyright 2010 Thomson Reuters/ONESOURCE. Proprietary Materials No use of these Proprietary materials is permitted

More information

BulkSMS Text Messenger Product Manual

BulkSMS Text Messenger Product Manual BulkSMS Text Messenger Product Manual 1. Installing the software 1.1. Download the BulkSMS Text Messenger Go to www.bulksms.com and choose your country. process. Click on products on the top menu and select

More information

Drake Hosted User Guide

Drake Hosted User Guide Drake Hosted User Guide Last Revision Date: 11/23/2015 Support.DrakeSoftware.com (828) 524-8020 Drake Hosted User Guide Copyright The Drake Hosted User Guide, Drake Tax Software, and any other related

More information

2010 Outlook Web App Client Overview

2010 Outlook Web App Client Overview 2010 Outlook Web App Client Overview The upgrade to Microsoft Exchange 2010 includes an updated web-based e-mail client, OWA. OWA stands for Outlook Web App and gives you access to your district e-mail

More information

FileMaker Pro and Microsoft Office Integration

FileMaker Pro and Microsoft Office Integration FileMaker Pro and Microsoft Office Integration page Table of Contents Executive Summary...3 Introduction...3 Top Reasons to Read This Guide...3 Before You Get Started...4 Downloading the FileMaker Trial

More information

Anoto pendocuments. User s Guide

Anoto pendocuments. User s Guide Anoto pendocuments User s Guide Copyright 1997 2009 Anoto AB. All rights reserved. Anoto, Magic Box and the Anoto logotype are trademarks owned by Anoto AB. All other trademarks are the property of their

More information

Folder Management in Outlook for Macintosh

Folder Management in Outlook for Macintosh Folder Management in Outlook Introduction Learn to create and manage folders in your mailbox on the Exchange server, in Personal Folders saved on your computer s hard disk or to a local network server,

More information

Welcome to MaxMobile. Introduction. System Requirements. MaxMobile 10.5 for Windows Mobile Pocket PC

Welcome to MaxMobile. Introduction. System Requirements. MaxMobile 10.5 for Windows Mobile Pocket PC MaxMobile 10.5 for Windows Mobile Pocket PC Welcome to MaxMobile Introduction MaxMobile 10.5 for Windows Mobile Pocket PC provides you with a way to take your customer information on the road. You can

More information

ATX Document Manager. User Guide

ATX Document Manager. User Guide ATX Document Manager User Guide ATX DOCUMENT MANAGER User Guide 2010 CCH Small Firm Services. All rights reserved. 6 Mathis Drive NW Rome, GA 30165 No part of this manuscript may be copied, photocopied,

More information

FOR WINDOWS FILE SERVERS

FOR WINDOWS FILE SERVERS Quest ChangeAuditor FOR WINDOWS FILE SERVERS 5.1 User Guide Copyright Quest Software, Inc. 2010. All rights reserved. This guide contains proprietary information protected by copyright. The software described

More information

NYS OCFS CMS Contractor Manual

NYS OCFS CMS Contractor Manual NYS OCFS CMS Contractor Manual C O N T E N T S CHAPTER 1... 1-1 Chapter 1: Introduction to the Contract Management System... 1-2 CHAPTER 2... 2-1 Accessing the Contract Management System... 2-2 Shortcuts

More information

RemoteWare Software Manager

RemoteWare Software Manager RemoteWare Software Manager Client User s Guide Version 2.0 RemoteWare Software Manager Client User s Guide Version 2.0 This document was prepared to assist licensed users of RemoteWare by XcelleNet, Inc.;

More information

Vodafone PC Backup User Guide Version 1.16

Vodafone PC Backup User Guide Version 1.16 Vodafone PC Backup User Guide Version 1.16 Contents Preface: Preface...v Chapter 1: Overview...7 Chapter 2: Installing Vodafone PC Backup...9 Downloading the Vodafone PC Backup Client...9 Installing the

More information

Job Streaming User Guide

Job Streaming User Guide Job Streaming User Guide By TOPS Software, LLC Clearwater, Florida Document History Version Edition Date Document Software Trademark Copyright First Edition 08 2006 TOPS JS AA 3.2.1 The names of actual

More information

Search help. More on Office.com: images templates

Search help. More on Office.com: images templates Page 1 of 14 Access 2010 Home > Access 2010 Help and How-to > Getting started Search help More on Office.com: images templates Access 2010: database tasks Here are some basic database tasks that you can

More information

You can access OneDrive through your Office 365 account at https://www.office365.ed.ac.uk

You can access OneDrive through your Office 365 account at https://www.office365.ed.ac.uk Getting started with OneDrive Information Services Getting started with OneDrive What is OneDrive @ University of Edinburgh? OneDrive @ University of Edinburgh is a cloud storage area where you can create,

More information

Xythos on Demand Quick Start Guide For Xythos Drive

Xythos on Demand Quick Start Guide For Xythos Drive Xythos on Demand Quick Start Guide For Xythos Drive What is Xythos on Demand? Xythos on Demand is not your ordinary online storage or file sharing web site. Instead, it is an enterprise-class document

More information

In the same spirit, our QuickBooks 2008 Software Installation Guide has been completely revised as well.

In the same spirit, our QuickBooks 2008 Software Installation Guide has been completely revised as well. QuickBooks 2008 Software Installation Guide Welcome 3/25/09; Ver. IMD-2.1 This guide is designed to support users installing QuickBooks: Pro or Premier 2008 financial accounting software, especially in

More information

Sample- for evaluation purposes only! Introductory OneNote. teachucomp, inc. A publication of TeachUcomp Incorporated. Copyright TeachUcomp, Inc.

Sample- for evaluation purposes only! Introductory OneNote. teachucomp, inc. A publication of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. A publication of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2015 Introductory OneNote teachucomp, inc. it s all about you Copyright: Copyright 2015 by TeachUcomp, Inc. All rights reserved. This

More information

Project Management WalkThrough

Project Management WalkThrough PRACTICE CS Project Management WalkThrough version 2014.x.x TL 27715a (1/16/15) Copyright Information Text copyright 2004 2015 by Thomson Reuters. All rights reserved. Video display images copyright 2004

More information

NDA-30141 ISSUE 1 STOCK # 200893. CallCenterWorX-Enterprise IMX MAT Quick Reference Guide MAY, 2000. NEC America, Inc.

NDA-30141 ISSUE 1 STOCK # 200893. CallCenterWorX-Enterprise IMX MAT Quick Reference Guide MAY, 2000. NEC America, Inc. NDA-30141 ISSUE 1 STOCK # 200893 CallCenterWorX-Enterprise IMX MAT Quick Reference Guide MAY, 2000 NEC America, Inc. LIABILITY DISCLAIMER NEC America, Inc. reserves the right to change the specifications,

More information

Quick Reference Guide

Quick Reference Guide Quick Reference Guide 2 This Guide shows screen pictures made with Windows XP. The appearance may vary under other Operating Systems. Why are PDF files popular? The Portable Document Format has become

More information

Outlook 2011 Window. [Day], [Work Week], [Full [Home]. Schedule and plan: Click the [New

Outlook 2011 Window. [Day], [Work Week], [Full [Home]. Schedule and plan: Click the [New MS Outlook 2011 Quick Reference for Macintosh The Ribbon consists a series of tabs giving access to buttons, menus, and dialog boxes in various groups to facilitate locating the tools required for a particular

More information

Produced by Flinders University Centre for Educational ICT. PivotTables Excel 2010

Produced by Flinders University Centre for Educational ICT. PivotTables Excel 2010 Produced by Flinders University Centre for Educational ICT PivotTables Excel 2010 CONTENTS Layout... 1 The Ribbon Bar... 2 Minimising the Ribbon Bar... 2 The File Tab... 3 What the Commands and Buttons

More information

Upgrading from Windows XP to Windows 7

Upgrading from Windows XP to Windows 7 We highly recommend that you print this tutorial. Your PC will restart during the Windows 7 installation process, so having a printed copy will help you follow the steps if you're unable to return to this

More information

Timeless Time and Expense Version 3.0. Copyright 1997-2009 MAG Softwrx, Inc.

Timeless Time and Expense Version 3.0. Copyright 1997-2009 MAG Softwrx, Inc. Timeless Time and Expense Version 3.0 Timeless Time and Expense All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including

More information

Content Author's Reference and Cookbook

Content Author's Reference and Cookbook Sitecore CMS 6.5 Content Author's Reference and Cookbook Rev. 110621 Sitecore CMS 6.5 Content Author's Reference and Cookbook A Conceptual Overview and Practical Guide to Using Sitecore Table of Contents

More information

Florence School District #1

Florence School District #1 Florence School District #1 Module 2: SMART Board Basics and Beyond 1 SMART Board Software and Beyond In SMART Notebook software, you can create or open SMART Notebook software (.notebook) files. After

More information

Sage Intelligence Financial Reporting for Sage ERP X3 Version 6.5 Installation Guide

Sage Intelligence Financial Reporting for Sage ERP X3 Version 6.5 Installation Guide Sage Intelligence Financial Reporting for Sage ERP X3 Version 6.5 Installation Guide Table of Contents TABLE OF CONTENTS... 3 1.0 INTRODUCTION... 1 1.1 HOW TO USE THIS GUIDE... 1 1.2 TOPIC SUMMARY...

More information

Netmail Search for Outlook 2010

Netmail Search for Outlook 2010 Netmail Search for Outlook 2010 Quick Reference Guide Netmail Search is an easy-to-use web-based electronic discovery tool that allows you to easily search, sort, retrieve, view, and manage your archived

More information

1-Step Appraisals Jewelry Appraisal Software

1-Step Appraisals Jewelry Appraisal Software User Guide for 1-Step Appraisals Jewelry Appraisal Software Version 5.02 Page Table of Contents Installing 1-Step Appraisals... Page 3 Getting Started... Page 4 Upgrading from a Previous Version... Page

More information

Microsoft Access 2010 handout

Microsoft Access 2010 handout Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant

More information

Time Matters and Billing Matters Administration Guide

Time Matters and Billing Matters Administration Guide Time Matters and Billing Matters Administration Guide Version 14.1 2015 LexisNexis. All rights reserved. Copyright and Trademark LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks

More information

Brother Automatic E-Mail Printing OPERATION MANUAL

Brother Automatic E-Mail Printing OPERATION MANUAL Brother Automatic E-Mail Printing OPERATION MANUAL Copyright Brother 1999 No part of this publication may be reproduced in any form or by any means without permission in writing from the publisher. The

More information

Getting Started The Windows SharePoint Services Window

Getting Started The Windows SharePoint Services Window QUICK Source Microsoft Windows SharePoint Services 3.0 for Windows Server 2003 Getting Started The Windows SharePoint Services Window Browser Toolbars - allow the user to navigate in the browser. Link

More information

Installation & Activation Guide

Installation & Activation Guide Lepide Exchange Recovery Manager Lepide Software Private Limited, All Rights Reserved This User Guide and documentation is copyright of Lepide Software Private Limited, with all rights reserved under the

More information

Quick Start Guide. Laplink Software, Inc. Quick Start Guide MN-LLTLBR-EN-05 (REV. 02/2010) h t t p : / / w w w. l a p l i n k.

Quick Start Guide. Laplink Software, Inc. Quick Start Guide MN-LLTLBR-EN-05 (REV. 02/2010) h t t p : / / w w w. l a p l i n k. 1 Laplink Software, Inc. Customer Service/Technical Support: Web: http://www.laplink.com/help E-mail: CustomerService@laplink.com Quick Start Guide Laplink Software, Inc. 14335 NE 24th Street, Suite 201

More information

WHAT S NEW IN OUTLOOK 2010 & HOW TO CUSTOMIZE IT

WHAT S NEW IN OUTLOOK 2010 & HOW TO CUSTOMIZE IT WHAT S NEW IN OUTLOOK 2010 & HOW TO CUSTOMIZE IT THE RIBBON... 2 CONTEXTUAL TABS... 4 THE FILE TAB... 4 DIALOG BOXES... 5 MINIMIZING THE RIBBON... 5 CUSTOMIZING THE RIBBON... 6 CUSTOMIZING THE QUICK ACCESS

More information

Customer admin guide. UC Management Centre

Customer admin guide. UC Management Centre Customer admin guide UC Management Centre June 2013 Contents 1. Introduction 1.1 Logging into the UC Management Centre 1.2 Language Options 1.3 Navigating Around the UC Management Centre 4 4 5 5 2. Customers

More information

Decision Support AITS University Administration. EDDIE 4.1 User Guide

Decision Support AITS University Administration. EDDIE 4.1 User Guide Decision Support AITS University Administration EDDIE 4.1 User Guide 2 P a g e EDDIE (BI Launch Pad) 4.1 User Guide Contents Introduction to EDDIE... 4 Log into EDDIE... 4 Overview of EDDIE Homepage...

More information

Copyright Notice. Trademarks. Patents. Technical Support Contact Information. ShareDirect 1.3

Copyright Notice. Trademarks. Patents. Technical Support Contact Information. ShareDirect 1.3 Copyright Notice No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any human or computer language, in any form or by any means, without

More information

OUTLOOK 2003: HOW TO GET OUT OF EMAIL JAIL

OUTLOOK 2003: HOW TO GET OUT OF EMAIL JAIL OUTLOOK 2003: HOW TO GET OUT OF EMAIL JAIL In this course, you will learn: Some techniques to avoid reaching your mailbox limit The best place to store your saved messages aka Personal Folders efficiently

More information

User Guide Win7Zilla

User Guide Win7Zilla User Guide Win7Zilla Table of contents Section 1: Installation... 3 1.1 System Requirements... 3 1.2 Software Installation... 3 1.3 Uninstalling Win7Zilla software... 3 Section 2: Navigation... 4 2.1 Main

More information

Learn About Analysis, Interactive Reports, and Dashboards

Learn About Analysis, Interactive Reports, and Dashboards Learn About Analysis, Interactive Reports, and Dashboards This document supports Pentaho Business Analytics Suite 5.0 GA and Pentaho Data Integration 5.0 GA, documentation revision February 3, 2014, copyright

More information

Microsoft Outlook 2007 Introductory guide for staff

Microsoft Outlook 2007 Introductory guide for staff Platform: Windows PC Ref no: USER180 Date: 8 th January 2008 Version: 1 Authors: Julie Adams, Claire Napier Microsoft Outlook 2007 Introductory guide for staff This document provides an introduction to

More information

Personal Call Manager User Guide. BCM Business Communications Manager

Personal Call Manager User Guide. BCM Business Communications Manager Personal Call Manager User Guide BCM Business Communications Manager Document Status: Standard Document Version: 04.01 Document Number: NN40010-104 Date: August 2008 Copyright Nortel Networks 2005 2008

More information

Welcome to MaxMobile. Introduction. System Requirements

Welcome to MaxMobile. Introduction. System Requirements MaxMobile 10.5 for Windows Mobile Smartphone Welcome to MaxMobile Introduction MaxMobile 10.5 for Windows Mobile Smartphone provides you with a way to take your customer information on the road. You can

More information

Outlook Web Access (OWA) User Guide

Outlook Web Access (OWA) User Guide Outlook Web Access (OWA) User Guide September 2010 TABLE OF CONTENTS TABLE OF CONTENTS... 2 1.0 INTRODUCTION... 4 1.1 OUTLOOK WEB ACCESS SECURITY CONSIDERATIONS... 4 2.0 GETTING STARTED... 5 2.1 LOGGING

More information

Bare Bones Guide to Using Outlook 2010 for Email

Bare Bones Guide to Using Outlook 2010 for Email Bare Bones Guide to Using Outlook 2010 for Email July 10, 2013 Alternative Format Statement This publication is available in alternative media upon request. Statement of Non-Discrimination The Pennsylvania

More information

A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2015. Mastering Outlook Made Easy for Lawyers CPE Edition v.3.

A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2015. Mastering Outlook Made Easy for Lawyers CPE Edition v.3. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2015 Mastering Outlook Made Easy for Lawyers CPE Edition v.3.0 TeachUcomp, Inc. it s all about you Copyright: Copyright 2015 by TeachUcomp,

More information

Time & Expense Entry WalkThrough

Time & Expense Entry WalkThrough PRACTICE CS Time & Expense Entry WalkThrough Version 2014.x.x TL 27573a (01/16/2015) Copyright Information Text copyright 2004-2015 by Thomson Reuters. All rights reserved. Video display images copyright

More information

Information Systems Services Enterprise Vault

Information Systems Services Enterprise Vault Information Systems Services Enterprise Vault Email Archiving ENTERPRISE VAULT EMAIL ARCHIVING This document has been created in conjunction with Watsonia Publishing Ltd. and ISS Training Unit, Leeds University.........................................

More information

What is OneDrive for Business at University of Greenwich? Accessing OneDrive from Office 365

What is OneDrive for Business at University of Greenwich? Accessing OneDrive from Office 365 This guide explains how to access and use the OneDrive for Business cloud based storage system and Microsoft Office Online suite of products via a web browser. What is OneDrive for Business at University

More information