Closeout Help Tutorials

A series of instructional guides on how to use Pype Closeout successfully.

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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