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Working with Documents

Working with Documents

Owned by Zach Johnson (Unlicensed)
Last updated: Apr 25, 2023 by Deirdre Pearson

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 - use simple text or combine search terms with special characters. You can even see your keywords highlighted in the results. To continue, see Searching for documents.   

Working with Document Center

Get the most out of Document Center: use 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 Service for further assistance.















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