1. Welcome
    1. Use and limits
    2. Objective
    3. Introduction
    4. Overview
    5. System requirements
  2. Get started
  3. Benefits
    1. Buildings geolocation
    2. BIM management
    3. Documents
    4. Project management
    5. Asset management
    6. Measure and monitor
    7. Dashboard
  4. Home page and user interface
    1. “Building in Cloud” command
    2. “User profile” command
    3. “Notify” command
    4. “Settings” command
    5. The “Current position bar”
    6. The “Main menu toolbar”
    7. The “Command menu area”
    8. The “Working space area”
    9. The “BIM button”
  5. Settings and configuration
    1. Main settings
      1. System settings
        1. Manage the system settings
          1. Manage the Organizations
        2. The General command
        3. Subscription
      2. Users and permission
        1. View system user
        2. New user
        3. Manage user
          1. Roles and permission
    2. Buildings settings
      1. Manage building settings
        1. Geolocation of buildings
        2. Manage buildings
    3. General settings
      1. Registries
        1. New companies
      2. Components
      3. Lists
        1. Add entries to the list
        2. Edit the list entries
  6. BIM Management
    1. BIM Model management
      1. BIM property
      2. Display commands
      3. BIM actions
      4. The “BIM button”
  7. Building Explorer
  8. Buildings
    1. New building
    2. Geolocate a building
    3. Manage buildings
      1. Delete a building
    4. Linked BIM model
      1. Building’s floors
    5. Building file
      1. Information management of a building
      2. Construction’s data
      3. Water and gas installations
      4. Electrical and special systems
      5. HVAC system
      6. Print Building File
    6. Cost Information
  9. Team
    1. View the team members list
    2. Invite users
    3. Team management
    4. Skills
      1. Skills management
    5. Team members communication
      1. Send messages
      2. Manage messages
      3. Notify
        1. View notifications
    6. Team Member filters
  10. Documents
    1. View content
      1. Details of a document
      2. View documents
      3. Register
      4. Task with a document
      5. Issue on a document
    2. Organize documents
      1. Create a new folder
      2. Delete documents
      3. Access permission
        1. Manage access permissions
    3. New documents
    4. Document management
      1. Actions on documents
        1. Check-in / Check-out
        2. Move
      2. New version
        1. Create the QR code to associate to a file
        2. Verify document version
      3. Recover documents
      4. Documents filters
  11. Tasks
    1. View tasks
      1. Dashboard
        1. View dashboard
    2. Organize tasks
      1. Create a new task
        1. Property
      2. Tasks management
        1. Check lists
        2. Documents
        3. Task’s notes
        4. History
      3. Delete
      4. View in the BIM model
      5. Print/Export
    3. Tasks filters
  12. Issues
    1. View issues
    2. Dashboard
      1. View dashboard
    3. Organize issues
      1. Create a new issue
        1. Property
      2. Issues management
        1. Check lists
        2. Documents
        3. Issue notes
        4. History
      3. Delete
      4. View in the BIM model
      5. Print/Export
    4. Issues filters
  13. Spaces
  14. Components
    1. View components
    2. New components
    3. Gestione componenti
      1. Cancellare i componenti
      2. Stampa/Esporta
      3. Azioni sui componenti
    4. Visualizzare i componenti di un edificio nel modello BIM
    5. Tipi di componenti
    6. Search components by Tag
    7. Components filters
  15. Safety
  16. Service level
  17. 4BT CE
    1. 4BT-CE Introduction
    2. 4BT-CE Welcome
    3. 4BT-CE Estimating
      1. Home
      2. Price List
      3. Manage Estimate
      4. Security Features
      5. Service Level Agreement

How to create new companies

To create and manage external companies, such as service partners, select the enterprise level commands, as shown below.

 

the “New” command allows you to create new businesses outside our organization.

 

Insert from the card “Property”, see figure below, from the “General Data” section:

  • Status: active or inactive
  • Denomination
  • Identification code (of your choice)
  • Address
  • CAP
  • Municipality;

 

The “Properties” tab allows you to enter data for business/services partners and other external companies external to your organization.

 

From the ‘ Category ‘ section you can choose or create a new company membership category.

From the “Contact” section you can enter the communication data:

  • Email
  • Website
  • Phone
  • Fax

From the “Tax Data” section, enter the Organization’s Tax ID and/or VAT number.

Confirm the entered data by selecting the “Save” command.

Upon registration, other tabs become available that enable you to attach documents, save annotations and consult the statistics of access to the system by the user.

Definitively confirm the data entered by selecting the “Save and Close” command.

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