Creating a Reference Collection

Please see the main page Custom Fields for instructions on how to create a Reference Collection. Reference Collections are created from the Forms Log by clicking '...Customize Form Fields' and can be created based on the use of the following system forms as well as any custom forms you've created.

• Change Orders
• Contract Exhibits
• Contracts
• Directives
• Drawings
• Drawing Packages
• Emails
• Field Reports
• Files
• Merge Templates
• Payment Applications
• Potential Change Orders
• Punch List Items
• Requests for Information
• Specifications
• Specification Packages
• Submittals
• Submittal Packages

FAQ2

Using Reference Collections - Examples

1. Example 1 - System Form to System Form (Request for Information references Potential Change Orders) 
   1. In this example we'll
2. Example 2 - Custom Form to System Form (Field Reports references custom form Daily Details)  
3. Example 3 - Custom Form to Custom Form (Meeting Minutes references Meeting Items)

Helpful Screenshots