This training will teach you how to upload and manage contract documents within the CIM Build application.
1. Introduction
You will learn to navigate the interface, perform reviews, and export selected files efficiently.
2. Access Documents Section
Click the Documents section to view all available files within CIM Build.
3. Open Upload Interface
Click the Upload button to begin adding new documents to the system.
4. Select Contract Set Upload
Click Contract Set to upload contract set of documents so that you can compare them easily in the future. Or click on any of the other options - Tender, Addendum or Revision when uploading those.
5. Confirm Upload Files
Click Upload files to confirm and start the file upload process.
6. Open Finder To Select Files
Click Finder to browse your local system and select files for upload.
7. Check Upload Status
Click Upload status to monitor the progress and status of your file uploads.
8. Review Uploaded Documents
Click Review to run your first review. Reviews are your way to store results in registers.
9. Access Gates Section
Click on Gates to run a few reviews at a time. Gates are a collection of reviews that you run at certain points along your project. We recommend setting up gates at different stages so you can start systemizing your reviews and checks.
10. Open Your First Gate
Click here to run your first gate. If you don't have a Gate, we recommend adding a template one to get started.
11. Proceed To Next Step
Click here to continue with the next action in the audit process.
12. Run Audit Checks
Click Run Checks to initiate the automated audit process for your documents.
13. Register Audit Results
When your results finish, click Register to view the results of your reviews. Reviews usually take around 20 minutes to finish running but the results are updated live.
14. Exporting specific findings.
Once you see your findings, click on this checkbox to export specific findings.
15. Input Option Information
Fill on to input the required information for the activated option.
16. Export Selected Files
Click Export Selected to download or save the chosen findings from CIM Build.
After completing this training, you will be able to upload contract documents, perform audits, and export files efficiently within CIM Build. Practice these steps to ensure accurate document management and ensuring your review systems run continuously.