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Knowledge Base
Files & Photos
Getting Started
User Profile
Company Employees
Cloud Integrations
Company Public Profile
Company Cost Codes
Projects
Contacts
ClientLink & TeamLink
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Sales Management
Lead Tracking
Opportunities
Financials
Estimating
Selections
Change Orders
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
ConstructionOnline Mobile App
ClientLink/TeamLink Portal
Files & Photos
Files/Folders and Photos/Albums
Add, Edit, or Delete
Create Folders
Upload Files
Edit Files
Create Albums
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Sort Photos within an Album
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Copy Albums/Folders to the Portal
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Access Files/Photos via OneDrive
Access Files/Photos via Google Drive
Access Files/Photos via Dropbox
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