Marc Visent

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Activity overview

Latest activity by Marc Visent
  • Marc Visent created an article,

    How to extend the RFI's deadline

    Once the RFI is expired, your customer will no longer have access to the external portal to answer your request. You can reactivate the portal by extending the RFI's expiration date. Click the RF...

  • Marc Visent created an article,

    How to delete an RFI

    Caution Deleting a request for information cannot be undone after confirmation and will void any links to the RFI portal. To delete an RFI: Click the RFI you would like to delete. This will o...

  • Marc Visent created an article,

    How to send an RFI

    You can start this process in the Job details in the RFIs section. Click on Send new RFI. This will prompt a form that you will have to fill out before sending the request to your customer. E...

  • Marc Visent created an article,

    How to enable WIP

    If you wish to have WIP displayed on the profitability charts, go to the Admin section. You will find this setting in the Customize tab under Feature. Click on Project Management. Tick the check ...

  • Marc Visent created an article,

    How to request a revision to your sub

    When the submittal is labeled as Ready to review, this means that your subcontractor sent the documentation you requested. Click the submittal to review the documents. If you need to request ch...

  • Marc Visent created an article,

    How to approve a submittal

    When the submittal is labeled as Ready to review, this means that your subcontractor sent the documentation you requested. Click the submittal to review the documents. If the documentation look...

  • Marc Visent created an article,

    How a third-party approver can review the submittal [Entreprise plan]

    Once you requested a submittal from a subcontractor and they sent the requested information to you, you can ask someone outside Knowify to review the submitted documentation and approve it or reque...

  • Marc Visent created an article,

    How to delete a submittal

    Caution Deleting a submittal cannot be undone after confirmation and the action will also delete all the revisions associated with that submittal and void any links to the submittals portal. To d...

  • Marc Visent created an article,

    How to edit a submittal

    You can only edit a submittal when it is in Draft mode. Click the submittal you would like to edit. The details of the submittals will be displayed and you will be able to edit all fields excep...

  • Marc Visent created an article,

    How to request a submittal from a subcontractor [Enterprise plan]

    You can request a submittal from your sub using our Submittals feature in the jobs details section. Click on the down arrow icon. Click on Request submittal from sub. This will prompt a submitt...