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Closeout Help Tutorials
Closeout Help Tutorials
A series of instructional guides on how to use Pype Closeout successfully.
+2
37 articles in this collection
Written by
John Chun,
Joshua Matheny,
Staci Webber
and 2 others
Managing API Access to BIM 360 Services
How to set up the API integration between Pype Closeout and BIM 360
Written by
Atticus Jones
Updated over a week ago
How to Create a Project in Closeout
Here we will walk through how to create a project in Pype Closeout.
Written by
Shelby Henry
Updated over a week ago
Projects
How to Edit Your Project Information
Written by
Joshua Matheny
Updated over a week ago
How to Share a Project with Project Team Members
Written by
Staci Webber
Updated over a week ago
Submittals
How to Upload Files
Written by
Joshua Matheny
Updated over a week ago
How to Create a Submittal
Written by
John Chun
Updated over a week ago
How to copy submittals
How to make one or more copies of a submittal in Closeout
Written by
Atticus Jones
Updated over a week ago
How to Track Changes of a Submittal
Written by
Joshua Matheny
Updated over a week ago
How to Edit Submittal Information
Written by
Joshua Matheny
Updated over a week ago
How to Bulk Edit Submittals
Written by
Joshua Matheny
Updated over a week ago
How to Filter in Submittals or Contacts
Submittals and contacts can both be filtered in order to find and review the information you need.
Written by
Staci Webber
Updated over a week ago
How to Enable Hidden Columns in the Directory and Submittals Areas
Additional Columns are available to view, export, and update, however, you need to reveal them first to be able to use them.
Written by
Staci Webber
Updated over a week ago
How to Import Submittals from Your Computer
Written by
John Chun
Updated over a week ago
How to Export Information from a Project
Written by
Joshua Matheny
Updated over a week ago
Directory
How to Import Contacts
You will be able to import contacts via excel or directly from Procore
Written by
Staci Webber
Updated over a week ago
How to Delete a Contact
Written by
Staci Webber
Updated over a week ago
How to Bulk Edit Contacts
Written by
Staci Webber
Updated over a week ago
Dashboard
How to View Submittal Information from the Dashboard
Written by
Shelby Henry
Updated over a week ago
Emails
How to Send Manual One-Time Notifications
Learn how to send an individual, one-time notification to as many or as few subcontractors as you need.
Written by
Atticus Jones
Updated over a week ago
Kicking Off Closeout
This is an FAQ for how to send and customize the Closeout Kickoff Notice
Written by
Atticus Jones
Updated over a week ago
How to Edit Email Templates
Learn how to edit the subject and message body of your scheduled email notifications.
Written by
Atticus Jones
Updated over a week ago
How to Manage Email Attachments
How to view, upload, and delete attachments to your notification emails within Closeout.
Written by
Atticus Jones
Updated over a week ago
How to Setup Email Notifications
Learn how to create custom notification schedules to send to your subcontractors.
Written by
Atticus Jones
Updated over a week ago
Turnover Packages
How to Create a Turnover Package
Create, generate, and customize your turnover package
Written by
Atticus Jones
Updated over a week ago
How to Customize your Turnover Package
Customize the design of your cover page, table of contents, and slip sheets within your turnover package
Written by
Atticus Jones
Updated over a week ago
How to Manage Company Themes (Admin)
Create, edit, and enable custom themes for your company's turnover packages (requires Admin permissions)
Written by
Atticus Jones
Updated over a week ago
How to Access Previously Generated Turnover Packages
Here is a tutorial on how to access the last Turnover Package you created!
Written by
Joshua Matheny
Updated over a week ago
Subcontractors
How to Add in a User Note for a Submittal
Subcontractors have the ability to add in a note on a submittal requirement for the general contractor to view.
Written by
Shelby Henry
Updated over a week ago
Subcontractor Video Tutorial
Written by
Joshua Matheny
Updated over a week ago
How to Delete an Uploaded Submittal Document (Subcontractors)
Written by
Shelby Henry
Updated over a week ago
How to Switch Projects
If you are part of multiple projects in Pype Closeout, there is a simple way to switch between projects.
Written by
Shelby Henry
Updated over a week ago
How to View the Status of a Submittal
Once a document is uploaded, there is a simple way to keep track of your submittal status.
Written by
Shelby Henry
Updated over a week ago
How to Upload a Submittal Document
Closeout allows you to upload submittal documents with ease. Below is a guide on how to upload a submittal document in Closeout.
Written by
Shelby Henry
Updated over a week ago
How to View a Submitted Document
Written by
Shelby Henry
Updated over a week ago
Reports
How to Download Reports
Here is a quick guide on how to download a data report you may need to reference throughout your project.
Written by
Staci Webber
Updated over a week ago
Admin
Customizing User Roles and Permissions
How to create, update, and assign user roles and permissions in Closeout.
Written by
Joshua Matheny
Updated over a week ago
How to Create a Custom Submittal Status
Here, you can learn how to add a custom submittal status to any project!
Written by
Shelby Henry
Updated over a week ago