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Welcome!

The topics in this section include all you need to know about working with documents in Intelligent Leads. Key topics include:  

 



Searching for documents

See the best options for effectively locating project documents - you can use simple text or combine search terms with special characters. You can even have see your keywords be highlighted in your the results. To continue, see   Searching for documentsDocuments.   

 

   

Working with Document Center

See how you can get Get the most out of Document Center: filter the project document set, highlight your keyword anywhere it appears,  

how to search and locate Get to understand how to use Documents Center for best effect.

company details page contains all of the available information for a company, including associated projects in all stages of developmentuse filtering to locate plans, specs and addenda, find your keyword highlighted in project documents, and preview, export and print documents. To continue, see Working with Document Center. 

 


Need more information?  You can contact Customer

Care

Service for further assistance.

        

You may also be interested in one of our training videos.   

CRM Integration XML Format Version 1.2.1 Administrator’s Reference

ote: For a detailed description of the differences between the the XML and CSV schema's, CRM Integration XML Format Version 1.2.1 Administrator’s Reference