Step 1: Login to Closeout.
Step 2: Select the project you'd like to customize. You can search for your project using the Search Projects box on the right side of the page.
Step 3: You will be directed to the project's Dashboard. You can access a Turnover Package from the Closeout Submittals tab or the Turnover Package tab, both are located on the left-hand side of the page. If you are in the Closeout Submittals tab, you can select the Generate Turnover Package option, located in the top right-hand corner of the page.
Step 4: Next, choose the submittals you'd like to include in this Turnover Package by checking the box to the left of the submittal. Once you've chosen all the submittals you are including, click Next.
NOTE- You can choose to include only Submittals With Documents, or Submittals without Documents. You can also include both. This option is on the right side of the page above the list of submittals.
Step 5: Now you choose how you'd like your Turnover Package to be organized. I will choose to organize by Submittal Type in this example.
Step 6: You can customize your folder structure and hierarchy here. Feel free to create your branch how you would like! Make sure to save your changes by clicking Save, located next to the Upload option. Then, click Continue, in the bottom right-hand corner of the page.
Step 7: Here's where we get to the customization part! You can customize the content and logos on the Cover Page of your Turnover Package.
Step 8: Within the Design tab you can get into deep customization for your Turnover Package. Font, font size, colors, images, it's all here for you! Just select which part of the package you would like to customize.
Step 9: Make sure to save your changes by selecting Preview! You can then "View" or "Download" your Turnover Package.