call customer service to create account

first to register becomes admin account

esign pin-used to sign documents

password change

no additional fees for additional users

general contractor has to add you to a project, cannot add self sub

per project usage fee for subs, has to call customer support for pricing for
general contractors

phase code numerical starting on 001

description what that phase represents
if no phase code, will arrange the schedule of values alphabetically

tier: suppliers
manual: company name only do not select from drop down menu becomes lien waiver if
selected
lien waiver: select from drop down menu

allocate change orders by GC only

no way to delete a user, have to contact customer support