Knowledge Base
English
Español
UDA Technologies
Contact UDA Support
Español
Communication
Getting Started
Account Settings
Cloud Integrations
Company Public Profile
Company Cost Codes
Projects
Contacts
Company Users
ClientLink & TeamLink
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Sales Management
Lead Tracking
Opportunities
Financials
Estimating
Selections
Change Orders
Invoicing
Financial Reports
QuickBooks Online Integration
QuickBooks Desktop Integration (Socket)
Items Database & Company Costbooks
Communication
Envoy™ Chat
Messages
Inbound Emails
Call Logs
Requests for Information (RFIs)
Submittals
Transmittals
Calendars & Schedules
Calendars
Scheduling
Scheduling Reports
Project Tracking
Daily Logging
To Dos
Punch Lists
Checklists
Time Tracking
Redline™
Redline™ Planroom
Redline™ Takeoff
Reporting
GamePlan™
ScoreCard
Customer Service
SuiteLink
ConstructionOnline Drive
ClientLink/TeamLink Help Articles
ConstructionOnline Mobile App
Back to home
Knowledge Base
Communication
Getting Started
Account Settings
Cloud Integrations
Company Public Profile
Company Cost Codes
Projects
Contacts
Company Users
ClientLink & TeamLink
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Sales Management
Lead Tracking
Opportunities
Financials
Estimating
Selections
Change Orders
Invoicing
Financial Reports
QuickBooks Online Integration
QuickBooks Desktop Integration (Socket)
Items Database & Company Costbooks
Communication
Envoy™ Chat
Messages
Inbound Emails
Call Logs
Requests for Information (RFIs)
Submittals
Transmittals
Calendars & Schedules
Calendars
Scheduling
Scheduling Reports
Project Tracking
Daily Logging
To Dos
Punch Lists
Checklists
Time Tracking
Redline™
Redline™ Planroom
Redline™ Takeoff
Reporting
GamePlan™
ScoreCard
Customer Service
SuiteLink
ConstructionOnline Drive
ClientLink/TeamLink Help Articles
ConstructionOnline Mobile App
Communication
Envoy™ Chat, Messaging, Inbound Emails, Announcements, Call Logs, RFIs, Submittals, Transmittals, & Communication Reports
Envoy™ Chat
Create a Project Channel
What is Envoy Quick Chat?
Show/Hide Envoy Chat
Create a Chat
Open an Existing Chat
Rename Quick Chats
See more
Messages
Add a Custom Message Signature
Print a Message
Create a New Message
Add Contacts to a Message
Archive a Message
View Archived Messages
Activate an Archived Message
Delete a Message
See more
Inbound Emails
Getting Started with Inbound Emails
Copy Inbound Project Email Address
Adding an Approved Email Address for Inbound Emails
View an Inbound Email
Resend an Inbound Email
Download an Attachment from Inbound Email
Save Attachment to a Project from Inbound Email
Removing an Approved Email Address
Delete an Inbound Email
Export Inbound Emails to Excel
See more
Call Logs
Add a Call Log
Filter Call Logs by Contact
Delete a Call Log
Filter Call Logs by Creator
Edit a Call Log
Filter Call Logs by Project
See more
Requests for Information (RFIs)
Print a RFI
Create a RFI
Edit a RFI
Duplicate a RFI
Sort RFIs
Filter RFIs by Status
Mark a RFI as Resolved
Mark a RFI as Unresolved
Resend a RFI
Show/Hide RFI Dashboard
View RFI Summary
Create a RFI Summary Report
Export RFIs to Excel
Delete a RFI
See more
Submittals
Sort Submittals
Create a Submittal
Attach Files to a Submittal
Make a Submittal Private
Edit a Submittal
Create a Submittal Revision
Duplicate a Submittal
Print a Submittal
Email a Submittal
Respond to a Submittal
Filter Submittals
Close a Submittal
View Submittal Summary
Export a Submittal Summary to Excel
Delete a Submittal
See more
Transmittals
Create a Transmittal
Attach Files to a Transmittal
Set a Transmittal as Private
Edit a Transmittal
Print a Transmittal
Email a Transmittal
Sort Transmittals
Show/Hide Transmittals Dashboard
View Transmittal Summary
Create a Letter of Transmittal
Delete a Transmittal
See more
