Prime Contractors: Getting Started & Support

Managing the Global Admin Docs

• Managing external collaborators and sending manual notifications
• Setting up Global Admin Docs

Using Global Reports

• Using the Global Reports

Setting up and managing Admin Docs & Recurring Docs

• Setting up 'Certified Payrolls' as a Prime Contractor
• Setting up and managing Admin Docs
• Setting up and managing Recurring Docs

Sage 300 CRE

• Enabling the Sage 300 CRE integration

Autodesk

• Enabling the Autodesk integration

Viewpoint - Vista

• Enabling the Viewpoint - Vista integration

Sharepoint

• Enabling the Sharepoint integration

Dropbox

• Enabling the Dropbox integration

Creating and Importing Projects

• Manually creating a project
• Importing a Procore project into Kaster (Procore project sync)

Procore

• Enabling the Procore integration from within Kaster
• Enabling Kaster from within Procore

Adding and Importing contacts to Project Directories

• Manually adding contacts to a Project Directory
• Importing Procore project directory contacts into Kaster (Procore directory sync)
• Activating a contact's Kaster account

Issues Using Messages

• Sending a Message
• Responding to a Message
• Pinning/Unpinning Messages
• Conversation Exports

Issues using Bulletins

• Sending a Bulletin (paid subscribers only)
• Receiving a Bulletin