How to Invite Other Contacts to Project

Modified on Mon, 15 Jan at 11:35 AM

Click Me For Video Instructions

  1. Go to Plan Review>My Submittals and find the project you are wanting to work with by clicking on the Project Title.



    2. Once you click on the Project Title, you will be redirected to the Project Page. In the top Right-Hand Corner, you will see the “Project Action” button. Click that and select invite contacts.



    3. Once you have selected “Invite Contacts” you will be prompted to send an email containing a link to the project.

    You will want to make sure the correct email for the contact you are adding in in the “TO” field. And then you can hit “Send”.


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