Create specification templates

Create company templates for specifications to be used across multiple projects.

Create and maintain company templates before projects begin so the project specifications can be based on the company templates.

NTI CONNECT cloud platform Account > Specs > Documents

1.    Click Add template (plus)

2.   Click Add template on the flyout button

3.   In the field for ‘Template type’, select a type in the dropdown list

4.   In the field for ‘Template’, choose a template in the dropdown list (optional)

5.   In the field for ‘Template name’, enter a name

6.   Click Save and open or save.

NTI CONNECT cloud platform Project > Specs > Documents

1.    Click Add document or contract (plus)

2.   Click Document on the flyout button

3.   In the field for ‘Document type’, select a type by choosing from the dropdown list

4.   In the field for ‘Template, select a template by choosing from the dropdown list (optional)

5.   In the field for ‘Document name’, enter a name for the document

6.   In the field for ‘Relate to’, choose a document to relate to by choosing from the dropdown list. ‘Without relation’ will be selected as default

7.   Click either Save and open or Save.

NTI CONNECT cloud platform Project > Specs > Documents

1.    Open a document

2.   Select a section to approve

3.   Click Edit at the top bar

4.   Click ‘Approve section’