Step 1: Login to Closeout.
Step 2: Upon login, you will be directed to the Projects page. Find the project you would like to work in. You can search for your project using the Search Projects box on the right-hand side of the page.
Step 3: After clicking on the project you will work in, you will be directed to the Dashboard for that project. You can generate an eBinder from two different locations. From the Closeout Submittals section, and from the Turnover Package section. Both sections are located on the far left-hand side of the page. If you are generating an eBinder through the Closeout Submittals section, select Generate Turnover Package, located to the far-right side of the page.
Step 4: Once you click on Generate Turnover Package, you will need to select which documents you would like to include in this package by clicking the checkbox next to the submittal. You have the option to include only Submittals With Documents, only Submittals without Documents, or both. This option can be found to the right-hand side of the page, above the list of submittals. Once you've made your decisions, click Next.
Step 5: You will now choose how your Turnover Package will be organized. We have several layouts created, or you can always create your own layout by selecting the Customize your Template option.
Step 6: After choosing your template, you will go into creating and customizing your folder structure. You can drag and drop folders, add new folders, create new structures and add new documents. It's all here for you! Make sure to save your changes by clicking the Save button at the top of the page, located next to the Upload button. Next, click Continue.
Step 7: Once you are satisfied with your structure and layout, you will now need to customize your cover page. You can upload images, change cover page, fonts, colors, etc. Make it how you want it!
Step 8: When you have completed making any changes, you will click on Generate Turnover Package. This will create your eBinder for you. You will receive an email that will allow you to access and download your Turnover Package once it has been created by our eBinder system.
Step 9: Once you receive the email that your Turnover Package has been generated, you will need to click on the Download button in the email.
Step 10: You will be directed to your web browser to download the Turnover Package.
NOTE- The Download link in the email expires after 7 days. Make sure you download your package within that time frame.