CO Training Videos:
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View Login Project Setup
This section of the video training will talk about signing on to our website,
installing the image viewer and setting up your projects. This video will walk you through
creating a project and sending us the documents to be scanned.
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View Project Copy
This area of the video training will discuss copying projects from our Internet Plan Room.
You may view projects through our Internet Plan Room service and find competitive bid
projects you might be interested in bidding on. This area will outline the Copy to CO
feature that allows you to make that project your own.
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View Plan Spec Demo
This video will outline all the features and functionality of our electronic plans,
specifications and addenda. We will discuss viewing, marking up, printing, and e-mailing
the plans. This video will show you the word search feature of the spec files and how
to view all the addenda documents.
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View Posting Addenda
This section of the video training will discuss the different methods of posting addenda
documents to your projects. We will outline faxing in addenda, sending plans to be scanned
and transferring electronic files to our formatting department.
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View ITB Search
Learn how to add bidders to your project by searching through your vendor database.
This section of the video training will discuss looking for specific bidders from your
database. You can serch for individuals by company name, or a group of subs in a given
area code.
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View ITB Import List
This section of the video training outlines importing directories or list of subs you
have created from select vendors in your database. You may have saved a group of bidders
from a similar project or project that is in the same geographical area.
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View ITB View by CSI
This area of the video training discusses working with the bidders list organized by CSI Code.
The View by CSI allows you a quick glace of your projects scope of work and helps you find and
fill areas of coverage on your project.
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View ITB Sub Response
This portion of the video training explains the process of updating and maintaining your
bidder’s response to the invitation. We will outline how you can track and change your
subs position on the project from accepting the invitation to who was awarded the project.
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View ITB Reports
This section of the training video will walk you through the process of creating
you own custom reports. We will outline printing your bidder reports by company
or by CSI code and outline several ways to sort that data.
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View Reissue Invitation
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View Bulk Mail
The Bulk Mail portion of the video training explains how to send e-mails or faxes
directly from the projects bidder list. Bulk Mail is a very effective way to
communicate to all or a group of selected bidders on a project.
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View Communications
The Communications Center contains all of your projects Invitations to Bid,
Addenda Notification and all the Bulk Mail messages issued on each project.
This section of the video training will explain how to access and track all
outbound and inbound communications around your project.
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View View Creating Custom Invitation to Bid Templates
This training movie will walk you through creating and saving Customized
Invitation to Bid Templates.
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View View Creating Custom Invitation to Bid Templates (Tips and Hints)
This training movie will help you learn to send your self test messages so you can preview
your Template as you are building it.