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CONFIG SETTINGPRIVILEGESSETUP PHASELIVE PHASESETUP PHASELIVE PHASESETUP PHASELIVE PHASE
Custom Config & Custom Solutions EnabledCustom Config & Custom Solutions EnabledCustom Config EnabledCustom Config EnabledCustom Config & Custom Solutions DisabledCustom Config & Custom Solutions Disabled
Document CreatorCreate and distribute documents on a schedule you define.YESYESYESYESYESYES
Document TriggersForm Triggers are on automation tool that connects your forms together. You can connect two or more forms to automate repetitive tasks with just a few clicks.YESYESYESYESYESYES
Project Details







Edit project name, phone, fax, address and postcode.YESYESYESYESYESYES
Can add / remove project administrators.YESYESYESYESYESYES
Edit supported by details and help desk numbers.YESYESYESYESYESYES
Add / edit contact name and email address.YESYESYESYESYESYES
Enable / disable spell checking on drafts.YESYESYESYESYESYES
Enable / disable project-wide faxing.YESYESYESYESYESYES
Enable / disable project-wide email notification / document YESYESYESYESYESYES
Attachment review / approval. YESYESYESYESYESYES
Email importance. YESYESYESYESYESYES
Pin to PlanAllow pins on plans in publication space.YESYESYESYESYESYES
Allow pins for specific plans, categorise your plans and add plans.YESYESYESYESYESYES
UploadersChoose which companies can upload (restricted to 2 users).YESYESYESYESYESYES
Modules















Edit publication space settings.

  • Numbering.
  • Fields.
  • Views.
  • Transmittals.
  • Design Issues.
  • Workflows
  • Reports.
YESYESYESYESYESYES

Edit access in the module matrix.

YESYESYESYESYESYES
  • Edit folder details.
YESYESYESYESYESYES
  • Create Modules.
YESNONONONONO
  • Enable dashboard.
YESYESNONONONO
Edit tender settings.YESYESYESYESYESYES

Edit module administrators.

YES

SOME

YESSOMEYESSOME
  • Budget 
YESNOYESNOYESNO
  • Classic Form Editor
YESNOYESNOYESNO
  • Config
YESNOYESNOYESNO
  • Contacts
YESYESYESYESYESNO
  • Correspondence
YESNOYESNOYESNO
  • Document Type
YESNOYESNOYESNO
  • Postmaster
YESYESYESYESYESYES
  • Register
YESYESYESYESYESYES
  • Tender
YESYESYESYESYESYES
  • Utilities
YESYESYESYESYESYES
  • Workflow
YESYESYESYESYESYES
Add / remove public files.YESYESYESYESYESYES
Edit login details.YESYESYESYESYESNO
Correspondence

Add/remove letterheads.

YESYESYESYESYESYES

Set default for show “All” option in correspondence / document list.

YESYESYESYESYESNO
Contacts

Set contacts module to only show based on Who to whom.

YESYESYESYESYESNO
Add / remove roles.YESYESYESYESYESNO
Set default options for each role.YESYESYESYESYESYES
Edit Default NotificationsYESYESYESYESYESYES
Contracts Admin
  • Enable budget modules.
  • Tax options.
  • Edit claim and variation reasons.
  • Assign CA Admin.
  • Configure payment certificate.
  • Control sheet management.
  • Assign approvers.
YESYESYESYESYESYES
DashboardsView / edit dashboards.YESYESYESYESYESYES
GroupsAdd / edit groups.YESYESYESYESYESYES
Saved Searches
  • View saved searches and edit only saved searches you have admin rights to.
  • Create saved searches for everyone on the project to use.
YESYESYESYESYESYES
TimelinesTrack your project timeline(s) and keep your team up to date. Create, edit, and share timelines.YESYESYESYESYESYES
Whom Talks to Whom
  • Set  Who to Whom 
  • Can restrict Contacts Module to reflect the Who to Whom matrix
YESYESYESYESYESNO
Document Types
  • Can create document types.
YESYESNONONONO
  • Can copy document types.
YESYESYESYESYESYES
  • Can edit document types.
YESYESYESYESYESYES
Edit Distribution RulesCan add and edit distribution rules.YESYESYESYESYESYES
Text NotesCan add and edit text notes.YESYESYESYESYESYES
Utilities
  • Push Users
  • Push Groups
  • Push Distribution Rules
  • Push Dashboards
  • Push Folders
  • Push Form Configuration to Projects
  • Push Document Triggers
  • Push Saved Searches
  • Push Form Workflows
YESYESYESYESYESYES
Lite Project
YESYES



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