Welcome to our detailed video tour, designed to familiarize you with the various pages and features of our Construction Document Management Platform. This guide is aimed at ensuring you can navigate our system with ease and efficiency, making the most of all the tools and functionalities available to streamline your construction document management.
This workflow provides a high-level introduction to the Contracts Connected platform.
It walks you through the main pages — including the Dashboard, Projects, Companies, Network Users, and Templates — so you can understand how the system is structured and where key tools and features are located.
1. Access the Dashboard
Purpose
The Dashboard is your command center — giving you an overview of your workload, projects, and company-wide activities.
Steps
From the left-hand menu, click My Dashboard.
This menu remains visible across the platform for quick navigation.
Review your dashboard to see:
In Your Court: Documents and tasks that are currently assigned to you.
Consulting Items: Projects you’re assisting with, but not directly responsible for.
Company-Wide View: A full overview of all activity across your organization — accessible to owners and team leaders.
Adjust the timeframe filter to view dashboard data for specific periods.
On the right-hand side, review the timeline for recent document exchanges and project updates.
💡 Tip: This view helps you stay on top of active contracts, outstanding approvals, and document progress.
2. Explore the Projects Page
Purpose
The Projects section is where all your projects and associated documents are stored.
Steps
Click Projects in the left-hand menu.
Within each project, review:
Scopes — defined areas of work or deliverables.
Documents — contracts and related files linked to each scope.
Use this section to manage and track all active project documentation.
3. Manage Companies
Purpose
The Companies page manages your subcontractors and company relationships.
Steps
Select Companies in the menu.
Here, you can:
View the status of company invitations.
Invite a new company directly.
Import companies from a list if you have multiple subcontractors to add.
💡 Tip: Keep your subcontractor list updated for smooth document sharing and workflow assignment.
4. View Network Users
Purpose
The Network Users page lists all individuals you’ve engaged with in scopes or projects.
Steps
Click Network Users in the menu.
Review the list of all users connected to your scopes.
Use this section to confirm team connections and collaboration across projects.
5. Access Templates
Purpose
Templates provide pre-built files used for consistency across projects and building types.
Steps
Go to Templates from the menu.
Explore your library of stored templates, organized by building scenarios.
Example:
For a Federal Design Build, open the Design Agreement scenario to view:
Initial Push Documents — sent at the start of a project.
Recurring Documents — sent throughout the project’s lifecycle.
💡 Tip: Proper use of templates ensures consistent contract formats and faster document setup.
6. Review Profile, Notifications, and Settings
Purpose
These sections allow you to personalize and control your account information and system alerts.
Steps
Click your Profile icon to access:
My Profile — manage your personal account details and signature.
Company Info — view and edit company-level information.
Notifications Bell — review alerts related to your activity.
Under Settings, you can customize:
Login and contact information.
Email templates and communication preferences.
Scope approvals and other workflow configurations.
7. Key Takeaways
My Dashboard and Projects are the main areas you’ll use daily.
The platform’s left-hand menu gives you constant access to every core section.
Settings and Company Info allow you to personalize and control your organization’s setup.
Future tutorials will provide deeper instruction on each individual section.