Navigate the personalization of your user account with our in-depth video tutorial on the My Profile page of our Construction Document Management Platform. This guide is designed to help you understand and customize the profile settings specific to your user account, ensuring that your personal preferences and requirements are met.
1. Access Your Profile
Steps
From the Dashboard page, locate your profile icon in the upper-right corner.
Click the icon and select “My Profile” from the dropdown menu.
You will be directed to the My Profile screen, where your personal account information is displayed.
2. Review Your Personal Information
Overview
The My Profile page contains all details that directly represent you as an individual user within the platform.
This is not shared company-wide — it is specific to your personal account.
You’ll See Information Such As:
Your name, title, and contact details.
Your account role or designation within the company.
Whether you are assigned as a Point of Contact or a Company Employee.
💡 Tip: If you are a Point of Contact, your details may automatically appear on contracts or correspondence.
3. Customize Your Profile Fields
Actions You Can Take
Upload Your Signature — add your personal signature image or digital signature file for use in documents.
Update Contact Information — ensure your phone number, title, and email are current.
Verify Your Status — check whether you are designated as a Point of Contact or general Employee.
4. Best Practices
Keep your personal information accurate and professional — it populates automatically in key places throughout the system.
Update your signature whenever your name, title, or role changes.
Review your profile regularly to ensure your role (Point of Contact or Employee) is set correctly.
5. Key Takeaway
Your My Profile section is all about you. Keeping it up to date ensures accurate contract data, seamless document workflows, and clear communication across your projects.