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Quickstart: your first project in 30 minutes

Click here to watch Quick guidde 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. Introduction 2. Access Documents Section Click the Documents section to view all available files within CIM Build. Access Documents Section 3. Open Upload Interface Click the Upload button to begin adding new documents to the system. Open Upload Interface 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. Select Contract Set Upload 5. Confirm Upload Files Click Upload files to confirm and start the file upload process. Confirm Upload Files 6. Open Finder To Select Files Click Finder to browse your local system and select files for upload. Open Finder To Select Files 7. Check Upload Status Click Upload status to monitor the progress and status of your file uploads. Check Upload Status 8. Review Uploaded Documents Click Review to run your first review. Reviews are your way to store results in registers. Review Uploaded Documents 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. Access Gates Section 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. Open Your First Gate 11. Proceed To Next Step Click here to continue with the next action in the audit process. Proceed To Next Step 12. Run Audit Checks Click Run Checks to initiate the automated audit process for your documents. Run Audit Checks 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. Register Audit Results 14. Exporting specific findings. Once you see your findings, click on this checkbox to export specific findings. Exporting specific findings. 15. Input Option Information Fill on to input the required information for the activated option. Input Option Information 16. Export Selected Files Click Export Selected to download or save the chosen findings from CIM Build. Export Selected Files 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. Powered by guidde

Concepts: how CIM is organised

Five concepts unlock everything else. Learn these once. Organisation. Your company. Holds shared templates, members, and integrations (Procore, Google Drive). Project. One job. Holds documents, gates, findings, and members. Most work happens at the project level. Document. A drawing, spec, schedule, BCA report, or any file you've uploaded. CIM auto-tags documents by discipline based on folder path and content. Gate. A bundle of reviews that runs against your project. Review. One question the AI asks. Some checks run at discipline level (civil vs structural). Others run at individual drawing level (RCP vs unit plan for GPO placement). Each template tells you which. Finding. Something the AI flagged. Findings live in the Register, which is your single source of truth — AI findings and anything you add manually live in the same register.

In-app tours

CIM has built-in guided tours for most major features. They're not video tutorials — they're an overlay on the real app that walks you through each button as you use it. Starting a tour. Look for the koala icon in the bottom-right corner. Click it to see tours available for the page you're on. Tours are context-aware — the ones offered on the Risk Register are different from the ones offered on the Change Register. Restarting a tour. Tours don't replay automatically. If you dismissed one and want it back, click the koala and pick the tour again. Tours triggered by chat. The AI assistant can launch a relevant tour when you ask a "how do I" question. If you ask "how do I assign a finding to a consultant?", expect chat to offer to walk you through it. Suggested first tours: 1. Upload to findings — The full loop from a fresh project to a triaged register. 2. Reviewing in the Risk Register — How to triage, assign, and archive. 3. Comparing drawing revisions — The Change Register flow. 4. Asking chat about a document — Selecting context before you ask.

Choosing your first workflow

CIM supports a few broad workflows. Pick the one that matches what you're being measured on this week. 1. Preliminary tender review document health checks. You've received a tender package and need to high-level eyeball what documents you received. Run: Document → Checklist 2. Tender review - you find the main issues that effect pricing before you price it. Run: Checklist → Gates → Run specific gate you select 3. Drawing coordination. You're a design manager during ECI/design development. Run: Cross-reference review (architectural vs services vs structural) → spec/drawing consistency → window/door schedule reconciliation. Rerun on every revision / addendum. 4. Change Tracking: You've received an addendum or revised set mid-project. Run: Click Set-up, In any case, we plan to support being able to run all workflows through our main core Assistant in the near future.

Glossary

Glossary Common terms across CIM and how we use them. We've tried to match construction-industry usage, but a few terms are CIM-specific. | Term | Definition | | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | | Gate | A bundle of checks that runs together. See Concepts. | | Check | A single question the AI asks of your documents. | | Finding | A flagged item — something the AI thinks is worth your attention. | | Register | The unified list of all findings + any manual items you've added. | | Change | A difference between two revisions of the same drawing. Lives in the Change Register. | | Template | A reusable bundle of checks you can apply across projects. Org-level or project-level. | | Discipline | Architectural, Structural, Hydraulic, Electrical, etc. CIM uses this to filter and group. | | Health check | A gate that validates your document set before you run real reviews. | | Citation | The drawing/page reference the AI used to support a finding. Always click through to verify. | | Hallucination | When the AI flags something incorrectly. Roughly 1 in 4 findings will be a false positive — always verify. | | Bounding box | A drawn region the AI highlights on a drawing. Used in detection and markup tools. | | Archive | Hides a finding from the active register without deleting it. Archived findings can be restored. |

Upload Your First Project

Click here to watch Quick guidde This training will guide you through creating and managing projects within the CIM Build application. **Go to **app.cim.build 1. Introduction You will learn how to set project specifications, upload documents, and organize project details effectively. Introduction 2. Initiate New Project Creation Click "Create new project" to start setting up a new project in CIM Build. Initiate New Project Creation 3. Click Single project Click Single Project to create your first project. This is useful for most projects. When you have more complex builds, we recommend the Multiproject type. Click Single project 4. Set your project ID. Your project ID helps you quickly find projects in the future. Set your project ID. 5. Enter project name. Your project name is typically what you call the project internally. Enter project name. 6. Provide Project Name Fill in the project name field with "Example Project" to identify your project clearly. Provide Project Name 7. Select Project Country Specify the country where the project is located. Select Project Country 8. Choose Project State Select the state or region for the project location. Choose Project State 9. Finalize Project Creation Click "Create project" to complete the setup and create your new project in CIM Build. Finalize Project Creation 10. Access Project Documents Click "Documents" to open the section where project files and resources are managed. Access Project Documents 11. Open Upload Interface Click "Upload" to begin adding new documents to your project repository. Open Upload Interface 12. Initiate File Selection Click here to open the file selection dialog for uploading documents. Initiate File Selection 13. Use AI Document Classification Click "AI Upload" to start uploading. Use AI Document Classification 14. Confirm Document Upload Click "Upload" to finalize adding your selected documents to the project. Confirm Document Upload After completing this training, you will be able to create new projects and efficiently upload and organize documents within CIM Build.

Create Your First Review

Click here to watch Quick guidde This tutorial guides you through creating and running your first review in CIM Build. Go to app.cim.build 1. Introduction You will learn how to set up the review, configure its scope, and execute the AI analysis for comprehensive results. Introduction 2. Open Review Section Click "Review" Open Review Section 3. Initiate New Review Click "New review" Initiate New Review 4. Select Single Review Type Select a single review type. This is the easiest way to add a single review to the platform. If you want to add many reviews at once, we recommend using Bulk Create Reviews. Select Single Review Type 5. Name the Review Name your review based on what you want. Name the Review 6. Describe what you would be looking for in this review. This is what you would want the AI agent to do to and to look for when reviewing. Describe what you would be looking for in this review. 7. Now control what you want your AI outputting into. Now control the output format of your register with AI. You can do this by editing the column description of each column to suit your needs. Now control what you want your AI outputting into. 8. Remove Column You can right-click and delete the column if you no longer want that column. Remove Column 9. Access Confidence Column You can do this again when you right-click a column like this confidence column Access Confidence Column 10. Delete Confidence Column Click "Delete column" Delete Confidence Column 11. Save Review Configuration Once you are done editing your review, hti Save Review. If you feel like you want to save this as a template for your organization, hit Save Template and this will give your entire organization access. Save Review Configuration 12. Execute AI Review Once you are done, simply hit Run AI Review. Next, we will go over how to view your results. Execute AI Review 13. Register Review Click "Register" in the sidebar menu. Register Review 14. Open Audit Review Open the most recent audit you ran. Usually it will be at the top of the sidebar menu. On the right, you will see all of the findings that it produced. Open Audit Review You have successfully created and configured your first review. The AI review has been run, and the results are registered for further analysis and action. Powered by guidde

Create and Configure Your First Gate

Click here to watch Quick guidde This tutorial guides you through creating and configuring gates within the CIM Build application. Go to app.cim.build 1. Introduction You will learn how to add new gates and associate existing reviews to ensure proper project checks. Introduction 2. Access Gates Section Click "Gates" to open the gates management section within CIM Build. Access Gates Section 3. Initiate Adding a New Gate Click "Add Gate" to start creating a new gate in the system. Initiate Adding a New Gate 4. Select Blank Gate Option Click "Blank Gate" to add reviews you have added already or click From Template if you want to port any existing Gates from the Gallery or one you have saved as a template. Select Blank Gate Option 5. Enter Gate Name Fill "Example Gate" to specify the name of your new gate. Enter Gate Name 6. Create the Gate Click "Create Gate" to finalize and add the new gate to your project. Create the Gate 7. Add Existing Review Click "Add Existing Review" to associate a previously created review with your gate. Add Existing Review 8. Select Review for Structural Checks Add your first example audit by clicking on an existing review. Select Review for Structural Checks 9. Add more reviews to your gate Click "Add Existing Review" again to include additional reviews to your gate configuration. Add more reviews to your gate 10. Select your second review. Select the seocnd review to add to your gate. Select your second review. You have successfully created a new gate and associated multiple existing reviews within CIM Build. Powered by guidde