Desktop

Personal space

• I forgot my password? 1of2

• I forgot my password? 2of2

• Change personal information and settings 1of2

• Change personal information and settings 2of2

Company space (Company administrator)

• Add a new user 1of2

• Add a new user 2of2

• Delete or block a user 1of4

• Delete or block a user 2of4

• Delete or block a user 3of4

• Delete or block a user 4of4

• Accept a user 1of1

• Give a colleague company administrator rights 1of2

• Give a colleague company administrator rights 2of2

• Send a new password to a colleague 1of2

• Send a new password to a colleague 2of2

• User/Project overview 1of1

• Edit user 1of1

• Add a company department and add a user 1of3

• Add a company department and add a user 2of3

• Add a company department and add a user 3of3

  Applications

• Access an application 1of1

Project

Get started

• Create a Project 1of1

• Project information

• Workspace

• Publication space (admin)

• Publication space (common user)

• Distribution space

• Communication

• Project administration

• Log

• Personal overview

• Functions in the three file modules (Workspace)

• Functions in the three file modules (Publication space)

• Functions in the three file modules (Distribution space)

Work space

• Upload files 1of1

• Transfer files from other Applications 1of1

• Download files 1of1

• Compare files 1of1

• Edit files 1of3

• Edit files 2of3

• Edit files 3of3

• Change the location of a file 1of3

• Change the location of a file 2of3

• Change the location of a file 3of3

• Search for files 1of1

• Download an Excel list of files 1of1

• Expand the folder structure 1of1

• Create folders 1of1

• Publish files to the Publication space 1of2

• Publish files to the Publication space 2of2

• Send files to print 1of1

Publication space

• Transfer files from other Applications 1of1

• Create document lists 1of1

• Connect the Distribution space with the Publication space 1of1

• Discontinue and Resume files 1of2

• Discontinue and Resume files 2of2

• Approval procedure 1of2

• Approval procedure 2of2

• Upload/Publish files 1of2

• Upload/Publish files 2of2

Distribution space

• Connect the Publication space with the Distribution space 1of1

• Distribution of files 1of3

• Distribution of files 2of3

• Distribution of files 3of3

• Create distribution list 1of1

• Administrator - Assign Coordniator rights 1of1

• Administrator - Set up a Coordinator list 1of1

• Koordinator - Create- and associate Distribution lists 1of1

• Koordinator - Invite and give user rights 1of1

• Koordinator - Further distribution of files 1of1

User rights and access

• User Access 1of2

• User Access 2of2

• Request/Unsubscribe access 1of2

• Request/Unsubscribe access 2of2

• Open a Docia Project 1of1

• Synchronise users 1of1

• Notifications 1of4

• Notifications 2of4

• Notifications 3of4

• Notifications 4of4

• Invite a user 1of1

• Folder permissions in the Workspace 1of2

• Folder permissions in the Workspace 2of2

• Overview of Group rights in the Workspace 1of1

• Groups 1of1

Version sets

• Files in a Version Set 1of4

• Files in a Version Set 2of4

• Files in a Version Set 3of4

• Files in a Version Set 4of4

• The Version set relations of a file 1of1

• Create and give rights to a Version set 1of1

History, administration and communication

• History and log 1of2

• History and log 2of2

• User contact information 1of2

• User contact information 2of2

• Backup and Archive 1of1

Tender

Get started

• Information emails 1of1

Tender access

• RIBs Tender portal 1of3

• RIBs Tender portal 2of3

• RIBs Tender portal 3of3

• Access to a Public Tender or Prequalification 1of1

• Keep the documentation of a Tender 1of1

• Access a Tender 1of1

• Notifications 1of1

• Access a Tender by phone or tablet 1of1

Administrators

• Create a Tender 1of2

• Create a Tender 2of2

• Change a tenderer 1of1

• Create a submission requirement 1of3

• Create a submission requirement 2of3

• Create a submission requirement 3of3

• Add a Tenderer 1of1

• Change submission requirements 1of1

• View the Tender as a Tenderer (demo profile) 1of2

• View the Tender as a Tenderer (demo profile) 2of2

• Send a message to the users of a Tender 1of1

• Questions and answers 1of2

• Questions and answers 2of2

• Publish the result 1of1

• Delete a Tender 1of1

• Change Tender settings 1of1

• Tender template 1of2

• Tender template 2of2

• Tender material 1of5

• Tender material 2of5

• Tender material 3of5

• Tender material 4of5

• Tender material 5of5

• Add administrator 1of1

• Add a client vendor 1of1

• Tender with negotiation 1of1

Tenderers

• Submit an offer 1of1

• Invite your collegue 1of1

• Change offer before submission 1of1

• Give your collegue rights to submit an offer 1of1

• See the other Tenderers submitted offer 1of1

• Give a subcontractor access 1of2

• Give a subcontractor access 2of2

• Tender specification documents 1of2

• Tender specification documents 2of2

• See the result 1of1

• Unsubscribe a Tender 1of1

• Ask a question 1of1

Capture

Get started

• Get access to a Capture-list 1of1

• Create a Capture-list 1of2

• Create a Capture-list 2of2

• Request for access to a Capture list 1of1

Administrators

• Create trades 1of1

• Archive a Capture list 1of2

• Archive a Capture list 2of2

• Accociate drawings with locations 1of2

• Associate drawings with locations 2of2

• Create a new field in the setup 1of1

• Split a drawing into sections 1of2

• Split a drawing into sections 2of2

• Create and use templates 1of2

• Create and use templates 2of2

• The drawing is not shown when creating a new registration 1of2

• The drawing is not shown when creating a new registration 2of2

• Invite a user 1of1

• Structure the Capture lists 1of2

• Structure the Capture lists 2of2

• Create a custom report 1of1

• Unsubscribe from a Capture list 1of1

• Notifications 1of2

• Notifications 2of2

• Deleted registrations 1of2

• Deleted registrations 2of2

Registration coordinator

• Mass edit registrations 1of1

• Create a registration 1of1

• Change the status 1of1

• Filter a list 1of2

• Filter a list 2of2

• Export a report 1of1

• Copy a registration 1of1

Contractor

• Overview of the registrations 1of1

• Export a report 1of1

• Change the status of a registration 1of1

Registrations 3 level process

• Invite a user 1of1

• When is a typical 3 way proces used 1of1

• Organisation 1of2

• Organisation 2of2

• How do I know if I own a registration? 1of1

App

• Change the status of a registration (App) 1of1

• Get an overview of the registrations I need to perform (App) 1of2

• Get an overview of the registrations I need to perform (App) 2of2

• Synchronize registrations 1of1

• Filter a list (App) 1of1

• The app seems slow and closes down (App) 1of1

• Synchronization fails - Export registrations (App) 1of1

• Work with Capture offline (App) 1of1

• Add/remove mobile access 1of1

Safety Round

• Start a Safety Round (Web) 1of1

• Setup fields 1of1

• Start a Safety Round (App) 1of2

• Start a Safety Round (App) 2of2

• Add drawings to sections 1of1

• Types of reports 1of2

• Types of reports 2of2

• Invite users 1of1

• Create a trade 1of1

Digital Handover

Common

• Show data of an object 1of1

Administrators

• Add a user 1of1

• Create a new Object 1of2

• Create a new Object 2of2

• Move an Object to another contract 1of2

• Move an Object to another contract 2of2

• The lists are empty when I click on Users/Objects? 1of1

• See the status of an Object 1of2

• See the status of an Object 2of2

Contractors

• Enter the data to an Object card 1of8

• Enter the data to an Object card 2of8

• Enter the data to an Object card 3of8

• Enter the data to an Object card 4of8

• Enter the data to an Object card 5of8

• Enter the data to an Object card 6of8

• Enter the data to an Object card 7of8

• Enter the data to an Object card 8of8

• Create an Instance 1of2

• Create an Instance 2of2

• My list of Objects doesn't include my Objects 1of1

• Create a recommendation 1of1

• Attach files and photos 1of1

• Why does it say "Access denied" when I try to open an Object? 1of2

• Why does it say "Access denied" when I try to open an Object? 2of2

• Documentation of entered data 1of1

Quality control

• Quality control of an Object 1of1

Portfolio & Insight

Portfolio

• Create a Portfolio 1of1

• Organization and Areas of Responsibility 1of4

• Organization and Areas of Responsibility 2of4

• Organization and Areas of Responsibility 3of4

• Organization and Areas of Responsibility 4of4

• Create an organization 1of2

• Create an organization 2of2

• Users 1of1

• Add Applications 1of1

Insight

• Tasks 1of2

• Tasks 2of2

• Filtering tasks 1of1

iTWOfm

Settings

• Create an account 1af3

• Create an account 2af3

• Create an account 3af3

• Change the columns in a list view 1of1

• Create a standard view 1of2

• Create a standard view 2of2

Users and Access

• Give access to modules 1of1

• Add a user 1of6

• Add a user 2of6

• Add a user 3of6

• Add a user 4of6

• Add a user 5of6

• Add a user 6of6

• Give access to a user group 1of1

• Delete a user 1of1

• Create a company 1of1

• Roles 1of2

• Roles 2of2

• Create a user home page 1of2

• Create a user home page 2of2

• Log in faster 1of1

• Create contacts 1of1

Areas

• Create a lease 1of3

• Create a lease 2of3

• Create a lease 3of3

• Distribute common areas 1of10

• Distribute common areas 2of10

• Distribute common areas 3of10

• Distribute common areas 4of10

• Distribute common areas 5of10

• Distribute common areas 6of10

• Distribute common areas 7of10

• Distribute common areas 8of10

• Distribute common areas 9of10

• Distribute common areas 10of10

Objects

• Sort objects 1of1

• Import more than one object at a time 1of2

• Import more than one object at a time 2of2

• Create a new building component 1of1

Tasks

• Create a requisition 1of1

• Overview of activities 1of1

• Edit activities 1of1

• Overview of events 1of1

• Change the status of an event 1of1

• Create an activity 1of1

• Event to external supplier 1of3

• Event to external supplier 2of3

• Event to external supplier 3of3

• Create a flaw report (App) 1of1

• Change the status of an event (App) 1of1

• Create a workflow 1of1

• Status setup for internal personnel 1of3

• Status setup for internal personnel 2of3

• Status setup for internal personnel 3pf3

• Status setup for a Service company 1of4

• Status setup for a Service company 2of4

• Status setup for a Service company 3of4

• Status setup for a Service company 4of4

Reports

• Find key figures 1of1

• Make a data extraction 1of2

• Make a data extraction 2of2

• Extract an excel list 1of1

• Extract a report 1of1

Tips & Tricks

• New user interface in docia project 1of1