Managing contacts 1) Go to your project > click the ">" button 2) Click the "CONTACTS" button On the contact page, you can access a lot of function to manage your contacts; Find a contact to do so by entering people name into the "find a contact" bar.or click the down arrow at the right hand of the page to find a contact with a group.Add contacts by clicking the "Add Contact" button.then fill in all...
read moreCreate a new task 1) Go to your project > Click "Task"2) Click "Create a new task".or you can click "Create" at the left-hand side of the page. 3) Enter the details of each section.- Task Recipients, you can search people by type in the recipient's name.- Task type, you can click down arrow to select a type.- Subject,fill in the subject of a task.- Task Details, fill in task details. 4)...
read moreCreate a Communication 1) Go to your project > click the "Communication" button. 2) Click the "Compose a new communication". or you can click on the "Compose" at the left-hand side of the page. 3) Type to search a recipient's name or click "Send a message to someone's email address>>" to send to email instead. 4) Fill in the subject and message of a communication. You also can set the...
read moreSign Up to Sherlayer in 4 easy steps! 1. On your computer, open the invitation email you have received (see below).2. Click the “Sign up to Sherlayer” button (see below).3. Fill out your general details in the text bars. The first name, surname, email address etc. ...
read moreForgotten Password? Don’t panic! Just follow these easy steps. 1. Click the “Forgotten password” link at the bottom of the login page, you will see the “Forgotten password” blue link (see below). 2. Enter the email address you use to log in (see below).3. Click the “Reset” button. We’ll send instructions on resetting your password to your email (see below). 4. Open your email after you got the...
read moreUpload are a special group of users which are allowed to upload files to, without accessing, your project. During project setup, you can add users as Upload Only Users during Step 2: These users cannot see any part of the project, but can upload ONLY to folders you specify in Step...
read moreWithin a BIM project, permission groups can be categorized as "Client" groups. This means, if the group is given view access to the Shared area (within the BIM Approval Process), users within this group won't be able to see files with suitability codes of either S1 or...
read moreStaying up to date with important types of documents has never been easier! During Step 2 of the project setup screen, User Groups can be associated with one or more Roles (e.g. Architect, Building Surveyor, Civil Engineer..) From then on, all users within the group will be automatically notified of any new files which are uploaded or edited with that role. If the project has BIM Approval Process enabled, then alerts...
read moreSetting up a Project To create a project first go to Settings, found on on the top navigation menu. You will be brought to the settings page. Click on manage project and then create a new project. You will be brought to the project set-up page. Once in the project set-up page you will be presented with six different steps. In step-1 you will be able to name your project and BIM mandate the project. To BIM mandate a project, scroll...
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